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 9-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 | $27,127 | $190,805-85.8% | $159,960-83.0% | $134,475-79.8% |
| Participation rate | 61.1% | 81.9%-20.8pp | 78.0%-16.8pp | 81.2%-20.1pp |
| Annual return | -10.37% | 552.23%-562.6pp | 408.60%-419.0pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,190 | $4,995-76.2% | $4,226-71.8% | $4,740-74.9% |
| Participant deferral / active EE | $2,198 | $6,923-68.3% | $6,182-64.5% | $6,400-65.7% |
| Admin fee / account holder | $10 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |