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 6-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 | $29,053 | $45,863-36.7% | $77,024-62.3% | $68,494-57.6% |
| Participation rate | 16.0% | 55.9%-39.9pp | 67.9%-51.9pp | 67.9%-51.9pp |
| Annual return | -17.76% | 1.72%-19.5pp | 42.32%-60.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $502 | $1,650-69.6% | $2,812-82.2% | $2,596-80.7% |
| Participant deferral / active EE | $1,183 | $2,962-60.1% | $4,426-73.3% | $4,027-70.6% |
| Admin fee / account holder | $276 | $3,041-90.9% | $5,425-94.9% | $5,403-94.9% |