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 | $21,789 | $78,694-72.3% | $67,652-67.8% | $125,391-82.6% |
| Participation rate | 69.6% | 78.8%-9.2pp | 75.7%-6.1pp | 83.2%-13.6pp |
| Annual return | -2.28% | 9.46%-11.7pp | 6625.04%-6627.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,167 | $3,044-61.7% | $2,266-48.5% | $4,866-76.0% |
| Participant deferral / active EE | $2,912 | $4,292-32.2% | $3,560-18.2% | $5,352-45.6% |
| Admin fee / account holder | $84 | $7,403-98.9% | $4,821-98.2% | $9,540-99.1% |