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 | $21,785 | $67,331-67.6% | $60,874-64.2% | $134,475-83.8% |
| Participation rate | 58.3% | 76.2%-17.8pp | 73.1%-14.8pp | 81.2%-22.9pp |
| Annual return | -16.70% | 49.93%-66.6pp | 16.90%-33.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,853 | $3,096-40.2% | $2,701-31.4% | $4,740-60.9% |
| Participant deferral / active EE | $2,287 | $4,538-49.6% | $3,817-40.1% | $6,400-64.3% |
| Admin fee / account holder | $25 | $4,582-99.5% | $3,224-99.2% | $11,426-99.8% |