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 4-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 | $17,155 | $90,519-81.0% | $93,789-81.7% | $134,475-87.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -2.91% | -15.72%+12.8pp | -11.33%+8.4pp | 417.96%-420.9pp |
| Employer contribution / active EE | $1,571 | $4,343-63.8% | $4,323-63.6% | $4,740-66.8% |
| Participant deferral / active EE | $4,468 | $5,978-25.3% | $6,094-26.7% | $6,400-30.2% |
| Admin fee / account holder | $104 | $9,252-98.9% | $7,195-98.6% | $11,426-99.1% |