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 | $19,970 | $82,664-75.8% | $125,339-84.1% | $68,494-70.8% |
| Participation rate | 40.6% | 75.0%-34.4pp | 82.4%-41.7pp | 67.9%-27.3pp |
| Annual return | -10.64% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,812 | $6,110-21.3% | $7,446-35.4% | $4,027+19.5% |
| Admin fee / account holder | $246 | $6,275-96.1% | $10,010-97.5% | $5,403-95.4% |