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 7-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 | $37,174 | $41,981-11.5% | $63,412-41.4% | $59,632-37.7% |
| Participation rate | 47.5% | 60.3%-12.8pp | 67.1%-19.6pp | 68.7%-21.2pp |
| Annual return | -1.85% | 13.04%-14.9pp | 4.04%-5.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,019 | $1,287-20.8% | $1,814-43.8% | $2,203-53.7% |
| Participant deferral / active EE | $1,669 | $2,002-16.6% | $2,496-33.1% | $3,192-47.7% |
| Admin fee / account holder | $241 | $3,509-93.1% | $3,753-93.6% | $4,297-94.4% |