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 6-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 | $54,130 | $88,594-38.9% | $70,092-22.8% | $134,475-59.7% |
| Participation rate | 36.8% | 74.9%-38.1pp | 70.5%-33.6pp | 81.2%-44.4pp |
| Annual return | -12.76% | 442.67%-455.4pp | 190.73%-203.5pp | 417.96%-430.7pp |
| Employer contribution / active EE | $789 | $3,233-75.6% | $2,559-69.2% | $4,740-83.3% |
| Participant deferral / active EE | $3,056 | $4,772-36.0% | $3,849-20.6% | $6,400-52.2% |
| Admin fee / account holder | $205 | $10,441-98.0% | $6,267-96.7% | $11,426-98.2% |