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 | $67,945 | $133,958-49.3% | $112,228-39.5% | $134,475-49.5% |
| Participation rate | 21.7% | 78.6%-56.8pp | 75.1%-53.3pp | 81.2%-59.5pp |
| Annual return | -17.97% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,175 | $4,038-70.9% | $3,635-67.7% | $4,740-75.2% |
| Participant deferral / active EE | $2,675 | $5,291-49.4% | $4,728-43.4% | $6,400-58.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |