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 4-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 | $24,047 | $64,707-62.8% | $112,228-78.6% | $68,494-64.9% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -19.11% | -11.40%-7.7pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,010 | $2,746-26.8% | $3,635-44.7% | $2,596-22.6% |
| Participant deferral / active EE | $4,163 | $3,565+16.8% | $4,728-12.0% | $4,027+3.4% |
| Admin fee / account holder | $87 | $5,232-98.3% | $6,410-98.6% | $5,403-98.4% |