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 | $31,461 | $82,664-61.9% | $125,339-74.9% | $68,494-54.1% |
| Participation rate | 42.4% | 75.0%-32.6pp | 82.4%-39.9pp | 67.9%-25.5pp |
| Annual return | -3.18% | -5.97%+2.8pp | 572.05%-575.2pp | -7.84%+4.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,781 | $6,110-5.4% | $7,446-22.4% | $4,027+43.6% |
| Admin fee / account holder | $80 | $6,275-98.7% | $10,010-99.2% | $5,403-98.5% |