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 6-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 | $27,781 | $67,331-58.7% | $60,874-54.4% | $134,475-79.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -15.28% | 49.93%-65.2pp | 16.90%-32.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,448 | $3,096-53.2% | $2,701-46.4% | $4,740-69.4% |
| Participant deferral / active EE | $5,254 | $4,538+15.8% | $3,817+37.7% | $6,400-17.9% |
| Admin fee / account holder | $103 | $4,582-97.8% | $3,224-96.8% | $11,426-99.1% |