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 7-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 | $13,841 | $54,350-74.5% | $82,719-83.3% | $68,494-79.8% |
| Participation rate | 56.0% | 63.9%-7.9pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -19.26% | -13.67%-5.6pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,006 | $2,218-54.6% | $3,009-66.6% | $2,596-61.2% |
| Participant deferral / active EE | $1,743 | $3,246-46.3% | $4,395-60.3% | $4,027-56.7% |
| Admin fee / account holder | $60 | $4,395-98.6% | $5,329-98.9% | $5,403-98.9% |