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 | $11,678 | $32,117-63.6% | $71,086-83.6% | $64,186-81.8% |
| Participation rate | 15.0% | 42.7%-27.7pp | 54.7%-39.7pp | 69.6%-54.6pp |
| Annual return | -8.44% | -5.57%-2.9pp | 650.59%-659.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $179 | $712-74.8% | $1,088-83.5% | $2,381-92.5% |
| Participant deferral / active EE | $365 | $1,263-71.1% | $1,874-80.5% | $3,470-89.5% |
| Admin fee / account holder | $184 | $2,759-93.3% | $3,082-94.0% | $4,888-96.2% |