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 7-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 | $18,776 | $45,863-59.1% | $77,024-75.6% | $68,494-72.6% |
| Participation rate | 47.4% | 55.9%-8.5pp | 67.9%-20.5pp | 67.9%-20.5pp |
| Annual return | -13.47% | 1.72%-15.2pp | 42.32%-55.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,581 | $1,650-4.1% | $2,812-43.8% | $2,596-39.1% |
| Participant deferral / active EE | $2,971 | $2,962+0.3% | $4,426-32.9% | $4,027-26.2% |
| Admin fee / account holder | $287 | $3,041-90.6% | $5,425-94.7% | $5,403-94.7% |