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 | $24,386 | $133,958-81.8% | $112,228-78.3% | $134,475-81.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -15.50% | 47.11%-62.6pp | 27.45%-43.0pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,420 | $4,038-64.8% | $3,635-60.9% | $4,740-70.0% |
| Participant deferral / active EE | $2,695 | $5,291-49.1% | $4,728-43.0% | $6,400-57.9% |
| Admin fee / account holder | $31 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |