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 4-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 | $27,195 | $133,958-79.7% | $112,228-75.8% | $134,475-79.8% |
| Participation rate | 15.4% | 78.6%-63.2pp | 75.1%-59.7pp | 81.2%-65.8pp |
| Annual return | -19.10% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,038 | $4,038-74.3% | $3,635-71.4% | $4,740-78.1% |
| Participant deferral / active EE | $1,510 | $5,291-71.5% | $4,728-68.1% | $6,400-76.4% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |