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 | $11,620 | $48,265-75.9% | $68,791-83.1% | $68,494-83.0% |
| Participation rate | 53.8% | 60.7%-6.8pp | 69.0%-15.2pp | 67.9%-14.0pp |
| Annual return | -17.72% | -12.71%-5.0pp | -6.38%-11.3pp | -7.84%-9.9pp |
| Employer contribution / active EE | $602 | $1,829-67.1% | $2,655-77.3% | $2,596-76.8% |
| Participant deferral / active EE | $1,761 | $2,867-38.6% | $3,941-55.3% | $4,027-56.3% |
| Admin fee / account holder | $18 | $4,355-99.6% | $4,932-99.6% | $5,403-99.7% |