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 7-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 | $24,421 | $106,543-77.1% | $91,220-73.2% | $134,475-81.8% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -19.63% | 160.60%-180.2pp | 114.01%-133.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,628 | $3,331-21.1% | $2,850-7.8% | $4,740-44.6% |
| Participant deferral / active EE | $13,518 | $4,719+186.5% | $4,234+219.3% | $6,400+111.2% |
| Admin fee / account holder | $102 | $6,231-98.4% | $5,420-98.1% | $11,426-99.1% |