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 8-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 | $13,946 | $49,280-71.7% | $67,313-79.3% | $64,186-78.3% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.1%-13.5pp | 69.6%-14.0pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $794 | $1,668-52.4% | $2,566-69.1% | $2,381-66.7% |
| Participant deferral / active EE | $2,277 | $2,484-8.3% | $3,568-36.2% | $3,470-34.4% |
| Admin fee / account holder | $69 | $3,863-98.2% | $4,507-98.5% | $4,888-98.6% |