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 | $67,382 | $82,286-18.1% | $68,791-2.0% | $134,475-49.9% |
| Participation rate | 27.8% | 75.1%-47.3pp | 69.0%-41.2pp | 81.2%-53.4pp |
| Annual return | -19.04% | -2.19%-16.8pp | -6.38%-12.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $592 | $3,301-82.1% | $2,655-77.7% | $4,740-87.5% |
| Participant deferral / active EE | $4,210 | $4,739-11.2% | $3,941+6.8% | $6,400-34.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |