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 | $18,638 | $54,229-65.6% | $70,092-73.4% | $68,494-72.8% |
| Participation rate | 39.2% | 64.5%-25.3pp | 70.5%-31.3pp | 67.9%-28.7pp |
| Annual return | -18.38% | -13.87%-4.5pp | 190.73%-209.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,217 | $2,018-39.7% | $2,559-52.4% | $2,596-53.1% |
| Participant deferral / active EE | $2,347 | $2,956-20.6% | $3,849-39.0% | $4,027-41.7% |
| Admin fee / account holder | $200 | $4,694-95.7% | $6,267-96.8% | $5,403-96.3% |