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 | $76,976 | $95,862-19.7% | $79,550-3.2% | $134,475-42.8% |
| Participation rate | 6.7% | 75.0%-68.4pp | 69.5%-62.8pp | 81.2%-74.6pp |
| Annual return | -20.43% | -2.69%-17.7pp | 0.16%-20.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $685 | $3,128-78.1% | $2,413-71.6% | $4,740-85.5% |
| Participant deferral / active EE | $1,285 | $4,693-72.6% | $3,985-67.8% | $6,400-79.9% |
| Admin fee / account holder | $286 | $9,126-96.9% | $6,832-95.8% | $11,426-97.5% |