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 | $33,630 | $27,641+21.7% | $61,373-45.2% | $68,494-50.9% |
| Participation rate | 23.9% | 39.5%-15.6pp | 52.6%-28.7pp | 67.9%-44.0pp |
| Annual return | -15.02% | -13.24%-1.8pp | 338.61%-353.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $492 | $695-29.3% | $1,159-57.6% | $2,596-81.1% |
| Participant deferral / active EE | $1,588 | $1,263+25.7% | $2,125-25.3% | $4,027-60.6% |
| Admin fee / account holder | $150 | $2,010-92.5% | $2,130-93.0% | $5,403-97.2% |