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 | $24,893 | $64,707-61.5% | $112,228-77.8% | $68,494-63.7% |
| Participation rate | 56.8% | 67.2%-10.3pp | 75.1%-18.2pp | 67.9%-11.1pp |
| Annual return | -17.22% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,194 | $2,746-20.1% | $3,635-39.6% | $2,596-15.5% |
| Participant deferral / active EE | $3,451 | $3,565-3.2% | $4,728-27.0% | $4,027-14.3% |
| Admin fee / account holder | $209 | $5,232-96.0% | $6,410-96.7% | $5,403-96.1% |