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 | $34,819 | $27,641+26.0% | $61,373-43.3% | $68,494-49.2% |
| Participation rate | 32.1% | 39.5%-7.3pp | 52.6%-20.4pp | 67.9%-35.7pp |
| Annual return | -20.43% | -13.24%-7.2pp | 338.61%-359.0pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,413 | $695+103.2% | $1,159+21.9% | $2,596-45.6% |
| Participant deferral / active EE | $3,787 | $1,263+199.8% | $2,125+78.2% | $4,027-6.0% |
| Admin fee / account holder | $119 | $2,010-94.1% | $2,130-94.4% | $5,403-97.8% |