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 5-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 | $54,894 | $45,863+19.7% | $77,024-28.7% | $68,494-19.9% |
| Participation rate | 62.5% | 55.9%+6.6pp | 67.9%-5.4pp | 67.9%-5.4pp |
| Annual return | -16.49% | 1.72%-18.2pp | 42.32%-58.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,658 | $1,650+61.2% | $2,812-5.5% | $2,596+2.4% |
| Participant deferral / active EE | $6,046 | $2,962+104.1% | $4,426+36.6% | $4,027+50.1% |
| Admin fee / account holder | $1 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |