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 6-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 | $43,863 | $106,543-58.8% | $91,220-51.9% | $134,475-67.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -18.47% | 160.60%-179.1pp | 114.01%-132.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,376 | $3,331-58.7% | $2,850-51.7% | $4,740-71.0% |
| Participant deferral / active EE | $9,569 | $4,719+102.8% | $4,234+126.0% | $6,400+49.5% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |