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 7-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 | $10,563 | $27,641-61.8% | $61,373-82.8% | $68,494-84.6% |
| Participation rate | 30.8% | 39.5%-8.7pp | 52.6%-21.8pp | 67.9%-37.1pp |
| Annual return | -8.14% | -13.24%+5.1pp | 338.61%-346.7pp | -7.84%-0.3pp |
| Employer contribution / active EE | $500 | $695-28.2% | $1,159-56.9% | $2,596-80.8% |
| Participant deferral / active EE | $3,160 | $1,263+150.2% | $2,125+48.7% | $4,027-21.5% |
| Admin fee / account holder | $226 | $2,010-88.8% | $2,130-89.4% | $5,403-95.8% |