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 | $29,661 | $99,032-70.0% | $80,019-62.9% | $135,375-78.1% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -7.55% | 15.39%-22.9pp | 11.22%-18.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,816 | $3,043-40.3% | $2,468-26.4% | $4,779-62.0% |
| Participant deferral / active EE | $2,501 | $4,282-41.6% | $3,686-32.2% | $5,609-55.4% |
| Admin fee / account holder | $228 | $10,436-97.8% | $6,521-96.5% | $10,827-97.9% |