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 | $72,963 | $133,958-45.5% | $112,228-35.0% | $134,475-45.7% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -20.09% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,299 | $4,038-67.8% | $3,635-64.3% | $4,740-72.6% |
| Participant deferral / active EE | $3,734 | $5,291-29.4% | $4,728-21.0% | $6,400-41.7% |
| Admin fee / account holder | $54 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |