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 | $9,481 | $27,641-65.7% | $61,373-84.6% | $68,494-86.2% |
| Participation rate | 21.6% | 39.5%-17.9pp | 52.6%-30.9pp | 67.9%-46.3pp |
| Annual return | -16.04% | -13.24%-2.8pp | 338.61%-354.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $242 | $695-65.3% | $1,159-79.2% | $2,596-90.7% |
| Participant deferral / active EE | $897 | $1,263-29.0% | $2,125-57.8% | $4,027-77.7% |
| Admin fee / account holder | $87 | $2,010-95.7% | $2,130-95.9% | $5,403-98.4% |