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 | $35,321 | $95,193-62.9% | $76,523-53.8% | $135,375-73.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -9.16% | 4.85%-14.0pp | -0.27%-8.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,002 | $3,302-69.7% | $2,647-62.2% | $4,779-79.0% |
| Participant deferral / active EE | $8,173 | $4,639+76.2% | $3,835+113.1% | $5,609+45.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |