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 | $30,594 | $93,024-67.1% | $77,024-60.3% | $134,475-77.2% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -18.81% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $546 | $3,418-84.0% | $2,812-80.6% | $4,740-88.5% |
| Participant deferral / active EE | $1,420 | $5,238-72.9% | $4,426-67.9% | $6,400-77.8% |
| Admin fee / account holder | $290 | $6,944-95.8% | $5,425-94.7% | $11,426-97.5% |