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 | $27,749 | $138,044-79.9% | $125,339-77.9% | $134,475-79.4% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -20.31% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,331 | $5,243-55.6% | $4,814-51.6% | $4,740-50.8% |
| Participant deferral / active EE | $4,415 | $7,799-43.4% | $7,446-40.7% | $6,400-31.0% |
| Admin fee / account holder | $205 | $11,571-98.2% | $10,010-98.0% | $11,426-98.2% |