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 3-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 | $23,009 | $138,044-83.3% | $125,339-81.6% | $134,475-82.9% |
| Participation rate | 44.4% | 84.5%-40.0pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -20.66% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,469 | $5,243-72.0% | $4,814-69.5% | $4,740-69.0% |
| Participant deferral / active EE | $6,722 | $7,799-13.8% | $7,446-9.7% | $6,400+5.0% |
| Admin fee / account holder | $66 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |