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 | $36,679 | $84,402-56.5% | $61,373-40.2% | $134,475-72.7% |
| Participation rate | 21.4% | 62.2%-40.8pp | 52.6%-31.1pp | 81.2%-59.8pp |
| Annual return | -11.67% | 584.55%-596.2pp | 338.61%-350.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $242 | $1,544-84.3% | $1,159-79.1% | $4,740-94.9% |
| Participant deferral / active EE | $1,289 | $2,819-54.3% | $2,125-39.3% | $6,400-79.9% |
| Admin fee / account holder | $152 | $2,585-94.1% | $2,130-92.9% | $11,426-98.7% |