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 6-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 | $16,924 | $45,152-62.5% | $73,843-77.1% | $59,632-71.6% |
| Participation rate | 45.7% | 64.0%-18.4pp | 73.4%-27.8pp | 68.7%-23.0pp |
| Annual return | -0.97% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $232 | $1,902-87.8% | $2,787-91.7% | $2,203-89.5% |
| Participant deferral / active EE | $798 | $2,574-69.0% | $3,583-77.7% | $3,192-75.0% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |