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 8-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 | $29,699 | $67,331-55.9% | $60,874-51.2% | $134,475-77.9% |
| Participation rate | 52.9% | 76.2%-23.2pp | 73.1%-20.2pp | 81.2%-28.3pp |
| Annual return | -18.36% | 49.93%-68.3pp | 16.90%-35.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,007 | $3,096-67.5% | $2,701-62.7% | $4,740-78.8% |
| Participant deferral / active EE | $4,425 | $4,538-2.5% | $3,817+15.9% | $6,400-30.9% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |