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 10-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 | $9,019 | $106,543-91.5% | $91,220-90.1% | $134,475-93.3% |
| Participation rate | 21.7% | 76.8%-55.1pp | 73.2%-51.5pp | 81.2%-59.5pp |
| Annual return | -19.42% | 160.60%-180.0pp | 114.01%-133.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $401 | $3,331-88.0% | $2,850-85.9% | $4,740-91.5% |
| Participant deferral / active EE | $2,628 | $4,719-44.3% | $4,234-37.9% | $6,400-58.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |