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 | $11,217 | $84,402-86.7% | $61,373-81.7% | $134,475-91.7% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -20.03% | 584.55%-604.6pp | 338.61%-358.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,080 | $1,544-30.1% | $1,159-6.8% | $4,740-77.2% |
| Participant deferral / active EE | $1,080 | $2,819-61.7% | $2,125-49.2% | $6,400-83.1% |
| Admin fee / account holder | $45 | $2,585-98.3% | $2,130-97.9% | $11,426-99.6% |