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 9-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 | $46,065 | $59,805-23.0% | $79,550-42.1% | $68,494-32.7% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.7pp |
| Annual return | -13.70% | -12.30%-1.4pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,485 | $1,505+131.6% | $2,413+44.4% | $2,596+34.2% |
| Participant deferral / active EE | $4,911 | $3,024+62.4% | $3,985+23.2% | $4,027+21.9% |
| Admin fee / account holder | $209 | $4,835-95.7% | $6,832-96.9% | $5,403-96.1% |