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 | $17,697 | $95,862-81.5% | $79,550-77.8% | $134,475-86.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -18.69% | -2.69%-16.0pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,824 | $3,128-41.7% | $2,413-24.4% | $4,740-61.5% |
| Participant deferral / active EE | $3,965 | $4,693-15.5% | $3,985-0.5% | $6,400-38.0% |
| Admin fee / account holder | $55 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |