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 | $84,161 | $95,862-12.2% | $79,550+5.8% | $134,475-37.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -18.55% | -2.69%-15.9pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,726 | $3,128+115.0% | $2,413+178.7% | $4,740+41.9% |
| Participant deferral / active EE | $3,417 | $4,693-27.2% | $3,985-14.3% | $6,400-46.6% |
| Admin fee / account holder | $121 | $9,126-98.7% | $6,832-98.2% | $11,426-98.9% |