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 | $19,497 | $95,862-79.7% | $79,550-75.5% | $134,475-85.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 8.97% | -2.69%+11.7pp | 0.16%+8.8pp | 417.96%-409.0pp |
| Employer contribution / active EE | $1,286 | $3,128-58.9% | $2,413-46.7% | $4,740-72.9% |
| Participant deferral / active EE | $2,523 | $4,693-46.2% | $3,985-36.7% | $6,400-60.6% |
| Admin fee / account holder | $103 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |