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 7-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 | $34,398 | $175,600-80.4% | $129,110-73.4% | $134,475-74.4% |
| Participation rate | 69.2% | 81.6%-12.3pp | 77.3%-8.0pp | 81.2%-12.0pp |
| Annual return | -17.82% | -11.39%-6.4pp | -10.94%-6.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,694 | $6,355-57.6% | $5,052-46.7% | $4,740-43.2% |
| Participant deferral / active EE | $3,908 | $7,975-51.0% | $6,542-40.3% | $6,400-38.9% |
| Admin fee / account holder | $251 | $23,567-98.9% | $14,302-98.2% | $11,426-97.8% |