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 10-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 | $14,861 | $85,790-82.7% | $67,313-77.9% | $135,375-89.0% |
| Participation rate | 26.7% | 76.5%-49.8pp | 69.1%-42.4pp | 82.6%-56.0pp |
| Annual return | 148.71% | -0.54%+149.2pp | -4.08%+152.8pp | 519.73%-371.0pp |
| Employer contribution / active EE | $1,128 | $3,487-67.7% | $2,566-56.0% | $4,779-76.4% |
| Participant deferral / active EE | $6,544 | $4,651+40.7% | $3,568+83.4% | $5,609+16.7% |
| Admin fee / account holder | $151 | $6,392-97.6% | $4,507-96.6% | $10,827-98.6% |