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 7-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 | $14,679 | $133,958-89.0% | $112,228-86.9% | $134,475-89.1% |
| Participation rate | 43.8% | 78.6%-34.8pp | 75.1%-31.3pp | 81.2%-37.5pp |
| Annual return | -14.20% | 47.11%-61.3pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,346 | $4,038-66.7% | $3,635-63.0% | $4,740-71.6% |
| Participant deferral / active EE | $2,281 | $5,291-56.9% | $4,728-51.8% | $6,400-64.4% |
| Admin fee / account holder | $250 | $7,489-96.7% | $6,410-96.1% | $11,426-97.8% |