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 9-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 | $15,048 | $32,117-53.1% | $71,086-78.8% | $64,186-76.6% |
| Participation rate | 30.2% | 42.7%-12.5pp | 54.7%-24.4pp | 69.6%-39.3pp |
| Annual return | -8.37% | -5.57%-2.8pp | 650.59%-659.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $420 | $712-41.0% | $1,088-61.3% | $2,381-82.3% |
| Participant deferral / active EE | $1,170 | $1,263-7.4% | $1,874-37.6% | $3,470-66.3% |
| Admin fee / account holder | $245 | $2,759-91.1% | $3,082-92.1% | $4,888-95.0% |