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 10-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 | $25,929 | $73,867-64.9% | $143,757-82.0% | $68,494-62.1% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -18.64% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,754 | $3,184-13.5% | $4,951-44.4% | $2,596+6.1% |
| Participant deferral / active EE | $4,387 | $3,384+29.6% | $5,637-22.2% | $4,027+8.9% |
| Admin fee / account holder | $116 | $5,755-98.0% | $14,673-99.2% | $5,403-97.8% |