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 8-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 | $25,020 | $167,307-85.0% | $143,757-82.6% | $134,475-81.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -19.39% | 0.46%-19.9pp | -0.04%-19.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,917 | $5,619-65.9% | $4,951-61.3% | $4,740-59.6% |
| Participant deferral / active EE | $4,467 | $6,446-30.7% | $5,637-20.8% | $6,400-30.2% |
| Admin fee / account holder | $132 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |