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 6-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 | $15,008 | $73,867-79.7% | $143,757-89.6% | $68,494-78.1% |
| Participation rate | 52.6% | 66.7%-14.0pp | 80.3%-27.7pp | 67.9%-15.3pp |
| Annual return | -6.82% | 1.01%-7.8pp | -0.04%-6.8pp | -7.84%+1.0pp |
| Employer contribution / active EE | $650 | $3,184-79.6% | $4,951-86.9% | $2,596-74.9% |
| Participant deferral / active EE | $1,347 | $3,384-60.2% | $5,637-76.1% | $4,027-66.6% |
| Admin fee / account holder | $252 | $5,755-95.6% | $14,673-98.3% | $5,403-95.3% |