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 | $21,819 | $27,641-21.1% | $61,373-64.4% | $68,494-68.1% |
| Participation rate | 12.6% | 39.5%-26.9pp | 52.6%-39.9pp | 67.9%-55.3pp |
| Annual return | -11.98% | -13.24%+1.3pp | 338.61%-350.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $510 | $695-26.6% | $1,159-56.0% | $2,596-80.3% |
| Participant deferral / active EE | $1,189 | $1,263-5.9% | $2,125-44.0% | $4,027-70.5% |
| Admin fee / account holder | $75 | $2,010-96.3% | $2,130-96.5% | $5,403-98.6% |