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 | $18,540 | $82,664-77.6% | $125,339-85.2% | $68,494-72.9% |
| Participation rate | 59.5% | 75.0%-15.5pp | 82.4%-22.8pp | 67.9%-8.4pp |
| Annual return | 2.69% | -5.97%+8.7pp | 572.05%-569.4pp | -7.84%+10.5pp |
| Employer contribution / active EE | $2,010 | $3,381-40.6% | $4,814-58.3% | $2,596-22.6% |
| Participant deferral / active EE | $3,363 | $6,110-45.0% | $7,446-54.8% | $4,027-16.5% |
| Admin fee / account holder | $120 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |