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 | $34,096 | $61,774-44.8% | $97,226-64.9% | $80,856-57.8% |
| Participation rate | 46.5% | 63.5%-17.0pp | 72.7%-26.2pp | 67.6%-21.1pp |
| Annual return | 14.32% | -557.90%+572.2pp | 75.13%-60.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,396 | $1,837-24.0% | $2,729-48.9% | $2,755-49.3% |
| Participant deferral / active EE | $2,153 | $3,029-28.9% | $4,264-49.5% | $4,296-49.9% |
| Admin fee / account holder | $8 | $5,166-99.8% | $5,654-99.9% | $6,918-99.9% |