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 | $63,370 | $72,607-12.7% | $90,749-30.2% | $66,914-5.3% |
| Participation rate | 39.8% | 73.7%-33.9pp | 75.7%-35.9pp | 69.8%-30.0pp |
| Annual return | -2.61% | -12.28%+9.7pp | -12.16%+9.6pp | 1.58%-4.2pp |
| Employer contribution / active EE | $1,403 | $2,369-40.8% | $2,921-52.0% | $2,544-44.8% |
| Participant deferral / active EE | $2,967 | $3,977-25.4% | $4,564-35.0% | $4,237-30.0% |
| Admin fee / account holder | $227 | $707-67.9% | $8,445-97.3% | $593-61.7% |