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 9-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 | $32,801 | $104,106-68.5% | $71,086-53.9% | $135,375-75.8% |
| Participation rate | 9.1% | 65.7%-56.6pp | 54.7%-45.6pp | 82.6%-73.5pp |
| Annual return | -11.92% | 1256.30%-1268.2pp | 650.59%-662.5pp | 519.73%-531.7pp |
| Employer contribution / active EE | $287 | $1,485-80.7% | $1,088-73.6% | $4,779-94.0% |
| Participant deferral / active EE | $1,080 | $2,527-57.2% | $1,874-42.4% | $5,609-80.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |