See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,703 | $92,703-68.0% | $82,719-64.1% | $134,475-77.9% |
| Participation rate | 13.3% | 75.2%-61.9pp | 72.6%-59.2pp | 81.2%-67.9pp |
| Annual return | -20.64% | 944.92%-965.6pp | 701.18%-721.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,659 | $4,802-65.4% | $4,395-62.2% | $6,400-74.1% |
| Admin fee / account holder | $109 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |