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 9-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 | $29,538 | $82,630-64.3% | $64,105-53.9% | $125,391-76.4% |
| Participation rate | 58.3% | 75.9%-17.5pp | 68.2%-9.8pp | 83.2%-24.9pp |
| Annual return | -1.45% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $858 | $2,671-67.9% | $1,820-52.8% | $4,866-82.4% |
| Participant deferral / active EE | $1,031 | $3,608-71.4% | $2,822-63.5% | $5,352-80.7% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |