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 | $25,758 | $95,862-73.1% | $79,550-67.6% | $134,475-80.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 4.33% | -2.69%+7.0pp | 0.16%+4.2pp | 417.96%-413.6pp |
| Employer contribution / active EE | $1,013 | $3,128-67.6% | $2,413-58.0% | $4,740-78.6% |
| Participant deferral / active EE | $1,839 | $4,693-60.8% | $3,985-53.8% | $6,400-71.3% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |