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 | $24,830 | $82,664-70.0% | $125,339-80.2% | $68,494-63.7% |
| Participation rate | 36.4% | 75.0%-38.7pp | 82.4%-46.0pp | 67.9%-31.5pp |
| Annual return | -18.81% | -5.97%-12.8pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,258 | $6,110-46.7% | $7,446-56.2% | $4,027-19.1% |
| Admin fee / account holder | $99 | $6,275-98.4% | $10,010-99.0% | $5,403-98.2% |