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 10-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 | $5,037 | $84,402-94.0% | $61,373-91.8% | $134,475-96.3% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -17.07% | 584.55%-601.6pp | 338.61%-355.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $280 | $1,544-81.9% | $1,159-75.8% | $4,740-94.1% |
| Participant deferral / active EE | $329 | $2,819-88.3% | $2,125-84.5% | $6,400-94.9% |
| Admin fee / account holder | $30 | $2,585-98.8% | $2,130-98.6% | $11,426-99.7% |