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 | $15,202 | $69,518-78.1% | $59,878-74.6% | $135,375-88.8% |
| Participation rate | 61.9% | 77.8%-15.9pp | 74.7%-12.8pp | 82.6%-20.7pp |
| Annual return | -7.37% | 7.94%-15.3pp | 3.46%-10.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $568 | $3,235-82.4% | $2,722-79.1% | $4,779-88.1% |
| Participant deferral / active EE | $3,197 | $4,206-24.0% | $3,402-6.0% | $5,609-43.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |