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 | $15,910 | $95,862-83.4% | $79,550-80.0% | $134,475-88.2% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -19.26% | -2.69%-16.6pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,326 | $3,128-57.6% | $2,413-45.0% | $4,740-72.0% |
| Participant deferral / active EE | $1,796 | $4,693-61.7% | $3,985-54.9% | $6,400-71.9% |
| Admin fee / account holder | $255 | $9,126-97.2% | $6,832-96.3% | $11,426-97.8% |