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 | $19,267 | $93,024-79.3% | $77,024-75.0% | $134,475-85.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -19.48% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,433 | $3,418-58.1% | $2,812-49.1% | $4,740-69.8% |
| Participant deferral / active EE | $2,273 | $5,238-56.6% | $4,426-48.6% | $6,400-64.5% |
| Admin fee / account holder | $97 | $6,944-98.6% | $5,425-98.2% | $11,426-99.2% |