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 6-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 | $6,249 | $84,402-92.6% | $61,373-89.8% | $134,475-95.4% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -20.48% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $473 | $1,544-69.4% | $1,159-59.2% | $4,740-90.0% |
| Participant deferral / active EE | $701 | $2,819-75.1% | $2,125-67.0% | $6,400-89.0% |
| Admin fee / account holder | $81 | $2,585-96.9% | $2,130-96.2% | $11,426-99.3% |