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 | $7,622 | $32,117-76.3% | $71,086-89.3% | $64,186-88.1% |
| Participation rate | 37.3% | 42.7%-5.4pp | 54.7%-17.4pp | 69.6%-32.3pp |
| Annual return | -3.63% | -5.57%+1.9pp | 650.59%-654.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $271 | $712-62.0% | $1,088-75.1% | $2,381-88.6% |
| Participant deferral / active EE | $584 | $1,263-53.7% | $1,874-68.8% | $3,470-83.2% |
| Admin fee / account holder | $226 | $2,759-91.8% | $3,082-92.7% | $4,888-95.4% |