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 8-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 | $35,633 | $100,754-64.6% | $86,677-58.9% | $134,475-73.5% |
| Participation rate | 61.9% | 78.9%-17.0pp | 76.6%-14.7pp | 81.2%-19.3pp |
| Annual return | -19.71% | 29.04%-48.8pp | 35.91%-55.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,412 | $3,489-59.5% | $2,836-50.2% | $4,740-70.2% |
| Participant deferral / active EE | $4,164 | $5,338-22.0% | $4,656-10.5% | $6,400-34.9% |
| Admin fee / account holder | $9 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |