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 5-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 | $12,289 | $84,402-85.4% | $61,373-80.0% | $134,475-90.9% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -11.96% | 584.55%-596.5pp | 338.61%-350.6pp | 417.96%-429.9pp |
| Employer contribution / active EE | $650 | $1,544-57.9% | $1,159-44.0% | $4,740-86.3% |
| Participant deferral / active EE | $1,162 | $2,819-58.8% | $2,125-45.3% | $6,400-81.8% |
| Admin fee / account holder | $209 | $2,585-91.9% | $2,130-90.2% | $11,426-98.2% |