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 | $18,659 | $129,942-85.6% | $104,294-82.1% | $134,475-86.1% |
| Participation rate | 54.5% | 79.5%-25.0pp | 73.3%-18.7pp | 81.2%-26.7pp |
| Annual return | -6.17% | 42.03%-48.2pp | 24.61%-30.8pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,575 | $4,184-62.4% | $3,372-53.3% | $4,740-66.8% |
| Participant deferral / active EE | $2,800 | $5,588-49.9% | $4,625-39.5% | $6,400-56.2% |
| Admin fee / account holder | $278 | $9,323-97.0% | $7,339-96.2% | $11,426-97.6% |