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 8-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 | $74,765 | $88,594-15.6% | $70,092+6.7% | $134,475-44.4% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -11.72% | 442.67%-454.4pp | 190.73%-202.5pp | 417.96%-429.7pp |
| Employer contribution / active EE | $983 | $3,233-69.6% | $2,559-61.6% | $4,740-79.3% |
| Participant deferral / active EE | $4,817 | $4,772+0.9% | $3,849+25.1% | $6,400-24.7% |
| Admin fee / account holder | $199 | $10,441-98.1% | $6,267-96.8% | $11,426-98.3% |