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 | $23,082 | $45,863-49.7% | $77,024-70.0% | $68,494-66.3% |
| Participation rate | 53.8% | 55.9%-2.1pp | 67.9%-14.1pp | 67.9%-14.0pp |
| Annual return | -17.36% | 1.72%-19.1pp | 42.32%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,967 | $1,650+19.2% | $2,812-30.1% | $2,596-24.2% |
| Participant deferral / active EE | $3,445 | $2,962+16.3% | $4,426-22.2% | $4,027-14.5% |
| Admin fee / account holder | $117 | $3,041-96.2% | $5,425-97.8% | $5,403-97.8% |