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 | $47,252 | $73,867-36.0% | $143,757-67.1% | $68,494-31.0% |
| Participation rate | 68.6% | 66.7%+1.9pp | 80.3%-11.7pp | 67.9%+0.7pp |
| Annual return | -18.13% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,032 | $3,184-36.2% | $4,951-59.0% | $2,596-21.7% |
| Participant deferral / active EE | $4,692 | $3,384+38.6% | $5,637-16.8% | $4,027+16.5% |
| Admin fee / account holder | $42 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |