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 | $61,804 | $152,509-59.5% | $117,472-47.4% | $134,475-54.0% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -13.67% | 52.99%-66.7pp | 29.74%-43.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,794 | $5,571-49.8% | $4,176-33.1% | $4,740-41.0% |
| Participant deferral / active EE | $6,110 | $4,818+26.8% | $4,070+50.1% | $6,400-4.5% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |