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 | $20,534 | $44,873-54.2% | $79,464-74.2% | $56,287-63.5% |
| Participation rate | 41.3% | 68.7%-27.4pp | 73.3%-32.0pp | 69.9%-28.5pp |
| Annual return | -3.71% | 0.81%-4.5pp | 718.14%-721.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $421 | $2,140-80.3% | $2,800-85.0% | $2,111-80.1% |
| Participant deferral / active EE | $1,633 | $2,746-40.5% | $3,704-55.9% | $3,350-51.2% |
| Admin fee / account holder | $174 | $418-58.5% | $5,113-96.6% | $521-66.6% |