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 | $13,787 | $48,265-71.4% | $68,791-80.0% | $68,494-79.9% |
| Participation rate | 63.3% | 60.7%+2.7pp | 69.0%-5.7pp | 67.9%-4.6pp |
| Annual return | -17.51% | -12.71%-4.8pp | -6.38%-11.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,886 | $1,829+3.1% | $2,655-29.0% | $2,596-27.4% |
| Participant deferral / active EE | $3,418 | $2,867+19.2% | $3,941-13.3% | $4,027-15.1% |
| Admin fee / account holder | $155 | $4,355-96.4% | $4,932-96.9% | $5,403-97.1% |