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 5-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 | $14,091 | $54,350-74.1% | $82,719-83.0% | $68,494-79.4% |
| Participation rate | 37.2% | 63.9%-26.7pp | 72.6%-35.3pp | 67.9%-30.7pp |
| Annual return | 55.08% | -13.67%+68.8pp | 701.18%-646.1pp | -7.84%+62.9pp |
| Employer contribution / active EE | $1,428 | $2,218-35.6% | $3,009-52.6% | $2,596-45.0% |
| Participant deferral / active EE | $2,248 | $3,246-30.7% | $4,395-48.9% | $4,027-44.2% |
| Admin fee / account holder | $285 | $4,395-93.5% | $5,329-94.6% | $5,403-94.7% |