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 7-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 | $22,165 | $95,862-76.9% | $79,550-72.1% | $134,475-83.5% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -13.11% | -2.69%-10.4pp | 0.16%-13.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,021 | $3,128-67.4% | $2,413-57.7% | $4,740-78.5% |
| Participant deferral / active EE | $2,600 | $4,693-44.6% | $3,985-34.8% | $6,400-59.4% |
| Admin fee / account holder | $215 | $9,126-97.6% | $6,832-96.9% | $11,426-98.1% |