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 | $45,432 | $92,703-51.0% | $82,719-45.1% | $134,475-66.2% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -18.02% | 944.92%-962.9pp | 701.18%-719.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $511 | $3,274-84.4% | $3,009-83.0% | $4,740-89.2% |
| Participant deferral / active EE | $2,188 | $4,802-54.4% | $4,395-50.2% | $6,400-65.8% |
| Admin fee / account holder | $63 | $5,983-99.0% | $5,329-98.8% | $11,426-99.5% |