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 6-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 | $27,774 | $64,707-57.1% | $112,228-75.3% | $68,494-59.5% |
| Participation rate | 40.7% | 67.2%-26.4pp | 75.1%-34.3pp | 67.9%-27.1pp |
| Annual return | -14.99% | -11.40%-3.6pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,234 | $2,746-55.0% | $3,635-66.0% | $2,596-52.5% |
| Participant deferral / active EE | $2,041 | $3,565-42.8% | $4,728-56.8% | $4,027-49.3% |
| Admin fee / account holder | $270 | $5,232-94.8% | $6,410-95.8% | $5,403-95.0% |