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 | $10,808 | $73,867-85.4% | $143,757-92.5% | $68,494-84.2% |
| Participation rate | 51.6% | 66.7%-15.1pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -10.75% | 1.01%-11.8pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,353 | $3,184-57.5% | $4,951-72.7% | $2,596-47.9% |
| Participant deferral / active EE | $3,523 | $3,384+4.1% | $5,637-37.5% | $4,027-12.5% |
| Admin fee / account holder | $62 | $5,755-98.9% | $14,673-99.6% | $5,403-98.9% |