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 10-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 | $15,151 | $27,641-45.2% | $61,373-75.3% | $68,494-77.9% |
| Participation rate | 11.9% | 39.5%-27.6pp | 52.6%-40.7pp | 67.9%-56.0pp |
| Annual return | -12.09% | -13.24%+1.1pp | 338.61%-350.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $216 | $695-68.9% | $1,159-81.4% | $2,596-91.7% |
| Participant deferral / active EE | $443 | $1,263-65.0% | $2,125-79.2% | $4,027-89.0% |
| Admin fee / account holder | $178 | $2,010-91.2% | $2,130-91.7% | $5,403-96.7% |