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 6-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 | $9,018 | $82,286-89.0% | $68,791-86.9% | $134,475-93.3% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -19.14% | -2.19%-17.0pp | -6.38%-12.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $962 | $3,301-70.8% | $2,655-63.8% | $4,740-79.7% |
| Participant deferral / active EE | $1,316 | $4,739-72.2% | $3,941-66.6% | $6,400-79.4% |
| Admin fee / account holder | $129 | $6,481-98.0% | $4,932-97.4% | $11,426-98.9% |