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 | $41,745 | $82,664-49.5% | $125,339-66.7% | $68,494-39.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 82.4%-20.8pp | 67.9%-6.3pp |
| Annual return | -4.46% | -5.97%+1.5pp | 572.05%-576.5pp | -7.84%+3.4pp |
| Employer contribution / active EE | $2,342 | $3,381-30.7% | $4,814-51.3% | $2,596-9.8% |
| Participant deferral / active EE | $5,171 | $6,110-15.4% | $7,446-30.6% | $4,027+28.4% |
| Admin fee / account holder | $266 | $6,275-95.8% | $10,010-97.3% | $5,403-95.1% |