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 | $11,629 | $73,867-84.3% | $143,757-91.9% | $68,494-83.0% |
| Participation rate | 34.0% | 66.7%-32.7pp | 80.3%-46.3pp | 67.9%-33.9pp |
| Annual return | -16.38% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $997 | $3,184-68.7% | $4,951-79.9% | $2,596-61.6% |
| Participant deferral / active EE | $2,677 | $3,384-20.9% | $5,637-52.5% | $4,027-33.5% |
| Admin fee / account holder | $224 | $5,755-96.1% | $14,673-98.5% | $5,403-95.8% |