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 8-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 | $33,798 | $27,641+22.3% | $61,373-44.9% | $68,494-50.7% |
| Participation rate | 60.0% | 39.5%+20.5pp | 52.6%+7.4pp | 67.9%-7.9pp |
| Annual return | -18.62% | -13.24%-5.4pp | 338.61%-357.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,255 | $695+80.4% | $1,159+8.2% | $2,596-51.7% |
| Participant deferral / active EE | $4,044 | $1,263+220.1% | $2,125+90.3% | $4,027+0.4% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |