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 8-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 | $22,484 | $84,402-73.4% | $61,373-63.4% | $134,475-83.3% |
| Participation rate | 18.8% | 62.2%-43.5pp | 52.6%-33.8pp | 81.2%-62.5pp |
| Annual return | -18.29% | 584.55%-602.8pp | 338.61%-356.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $607 | $1,544-60.7% | $1,159-47.6% | $4,740-87.2% |
| Participant deferral / active EE | $2,846 | $2,819+1.0% | $2,125+33.9% | $6,400-55.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |