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 | $53,055 | $84,402-37.1% | $61,373-13.6% | $134,475-60.5% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -20.30% | 584.55%-604.8pp | 338.61%-358.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $418 | $1,544-73.0% | $1,159-64.0% | $4,740-91.2% |
| Participant deferral / active EE | $5,276 | $2,819+87.2% | $2,125+148.3% | $6,400-17.6% |
| Admin fee / account holder | $230 | $2,585-91.1% | $2,130-89.2% | $11,426-98.0% |