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 | $63,074 | $45,863+37.5% | $77,024-18.1% | $68,494-7.9% |
| Participation rate | 12.2% | 55.9%-43.7pp | 67.9%-55.7pp | 67.9%-55.7pp |
| Annual return | -11.00% | 1.72%-12.7pp | 42.32%-53.3pp | -7.84%-3.2pp |
| Employer contribution / active EE | $347 | $1,650-78.9% | $2,812-87.6% | $2,596-86.6% |
| Participant deferral / active EE | $817 | $2,962-72.4% | $4,426-81.5% | $4,027-79.7% |
| Admin fee / account holder | $98 | $3,041-96.8% | $5,425-98.2% | $5,403-98.2% |