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 | $21,020 | $138,044-84.8% | $125,339-83.2% | $134,475-84.4% |
| Participation rate | 52.9% | 84.5%-31.5pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -19.41% | 750.33%-769.7pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,533 | $5,243-51.7% | $4,814-47.4% | $4,740-46.6% |
| Participant deferral / active EE | $4,785 | $7,799-38.6% | $7,446-35.7% | $6,400-25.2% |
| Admin fee / account holder | $73 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |