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 | $23,987 | $30,732-21.9% | $59,496-59.7% | $59,632-59.8% |
| Participation rate | 27.0% | 43.2%-16.2pp | 54.6%-27.5pp | 68.7%-41.6pp |
| Annual return | -0.50% | 4.47%-5.0pp | 182.05%-182.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $367 | $631-41.9% | $1,153-68.2% | $2,203-83.4% |
| Participant deferral / active EE | $859 | $1,183-27.4% | $1,829-53.0% | $3,192-73.1% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |