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 | $24,950 | $42,383-41.1% | $76,523-67.4% | $64,186-61.1% |
| Participation rate | 38.4% | 58.1%-19.8pp | 68.0%-29.6pp | 69.6%-31.2pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $468 | $1,563-70.0% | $2,647-82.3% | $2,381-80.3% |
| Participant deferral / active EE | $825 | $2,566-67.8% | $3,835-78.5% | $3,470-76.2% |
| Admin fee / account holder | $104 | $3,198-96.8% | $4,848-97.9% | $4,888-97.9% |