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 | $19,950 | $69,010-71.1% | $159,960-87.5% | $68,494-70.9% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -19.16% | -9.65%-9.5pp | 408.60%-427.8pp | -7.84%-11.3pp |
| Employer contribution / active EE | $908 | $2,213-59.0% | $4,226-78.5% | $2,596-65.0% |
| Participant deferral / active EE | $2,235 | $4,212-46.9% | $6,182-63.8% | $4,027-44.5% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,698-100.0% | $5,403-100.0% |