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 | $14,056 | $44,642-68.5% | $91,220-84.6% | $66,914-79.0% |
| Participation rate | 60.7% | 64.9%-4.1pp | 73.2%-12.4pp | 69.8%-9.1pp |
| Annual return | 0.29% | -12.29%+12.6pp | 114.01%-113.7pp | 1.58%-1.3pp |
| Employer contribution / active EE | $1,902 | $1,706+11.4% | $2,850-33.3% | $2,544-25.3% |
| Participant deferral / active EE | $4,317 | $3,349+28.9% | $4,234+2.0% | $4,237+1.9% |
| Admin fee / account holder | $224 | $521-57.0% | $5,420-95.9% | $593-62.2% |