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 | $15,135 | $27,641-45.2% | $61,373-75.3% | $68,494-77.9% |
| Participation rate | 35.6% | 39.5%-3.9pp | 52.6%-17.0pp | 67.9%-32.3pp |
| Annual return | -17.67% | -13.24%-4.4pp | 338.61%-356.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $199 | $695-71.4% | $1,159-82.9% | $2,596-92.4% |
| Participant deferral / active EE | $990 | $1,263-21.7% | $2,125-53.4% | $4,027-75.4% |
| Admin fee / account holder | $198 | $2,010-90.2% | $2,130-90.7% | $5,403-96.3% |