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 9-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 | $20,778 | $152,509-86.4% | $117,472-82.3% | $134,475-84.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -12.46% | 52.99%-65.4pp | 29.74%-42.2pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,107 | $5,571-80.1% | $4,176-73.5% | $4,740-76.6% |
| Participant deferral / active EE | $1,878 | $4,818-61.0% | $4,070-53.9% | $6,400-70.7% |
| Admin fee / account holder | $157 | $7,004-97.8% | $5,645-97.2% | $11,426-98.6% |