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 | $52,635 | $82,286-36.0% | $68,791-23.5% | $134,475-60.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -14.45% | -2.19%-12.3pp | -6.38%-8.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,842 | $3,301-44.2% | $2,655-30.6% | $4,740-61.1% |
| Participant deferral / active EE | $5,041 | $4,739+6.4% | $3,941+27.9% | $6,400-21.2% |
| Admin fee / account holder | $35 | $6,481-99.5% | $4,932-99.3% | $11,426-99.7% |