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 | $28,293 | $46,674-39.4% | $117,472-75.9% | $68,494-58.7% |
| Participation rate | 24.1% | 56.8%-32.7pp | 70.6%-46.5pp | 67.9%-43.8pp |
| Annual return | -18.94% | -14.52%-4.4pp | 29.74%-48.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,418 | $2,636-46.2% | $4,070-65.2% | $4,027-64.8% |
| Admin fee / account holder | $133 | $4,020-96.7% | $5,645-97.6% | $5,403-97.5% |