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 8-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 | $11,427 | $93,024-87.7% | $77,024-85.2% | $134,475-91.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -16.37% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $835 | $3,418-75.6% | $2,812-70.3% | $4,740-82.4% |
| Participant deferral / active EE | $2,359 | $5,238-55.0% | $4,426-46.7% | $6,400-63.1% |
| Admin fee / account holder | $94 | $6,944-98.6% | $5,425-98.3% | $11,426-99.2% |