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 6-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 | $22,689 | $190,805-88.1% | $159,960-85.8% | $134,475-83.1% |
| Participation rate | 18.2% | 81.9%-63.7pp | 78.0%-59.8pp | 81.2%-63.0pp |
| Annual return | -20.13% | 552.23%-572.4pp | 408.60%-428.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,170 | $4,995-76.6% | $4,226-72.3% | $4,740-75.3% |
| Participant deferral / active EE | $1,969 | $6,923-71.6% | $6,182-68.2% | $6,400-69.2% |
| Admin fee / account holder | $82 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |