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 | $51,339 | $133,958-61.7% | $112,228-54.3% | $134,475-61.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -19.83% | 47.11%-66.9pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,279 | $4,038-68.3% | $3,635-64.8% | $4,740-73.0% |
| Participant deferral / active EE | $2,111 | $5,291-60.1% | $4,728-55.4% | $6,400-67.0% |
| Admin fee / account holder | $209 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |