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 | $20,494 | $106,543-80.8% | $91,220-77.5% | $134,475-84.8% |
| Participation rate | 52.4% | 76.8%-24.4pp | 73.2%-20.8pp | 81.2%-28.8pp |
| Annual return | -20.54% | 160.60%-181.1pp | 114.01%-134.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $908 | $3,331-72.7% | $2,850-68.1% | $4,740-80.8% |
| Participant deferral / active EE | $2,773 | $4,719-41.2% | $4,234-34.5% | $6,400-56.7% |
| Admin fee / account holder | $86 | $6,231-98.6% | $5,420-98.4% | $11,426-99.2% |