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 | $14,940 | $76,000-80.3% | $154,107-90.3% | $64,186-76.7% |
| Participation rate | 28.6% | 70.4%-41.8pp | 83.0%-54.5pp | 69.6%-41.0pp |
| Annual return | -4.32% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-12.0pp |
| Employer contribution / active EE | $614 | $3,351-81.7% | $5,298-88.4% | $2,381-74.2% |
| Participant deferral / active EE | $1,453 | $3,175-54.2% | $5,081-71.4% | $3,470-58.1% |
| Admin fee / account holder | $151 | $5,596-97.3% | $13,411-98.9% | $4,888-96.9% |