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 9-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 | $16,849 | $59,805-71.8% | $79,550-78.8% | $68,494-75.4% |
| Participation rate | 62.0% | 61.1%+0.9pp | 69.5%-7.5pp | 67.9%-5.9pp |
| Annual return | -18.13% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,138 | $1,505+42.1% | $2,413-11.4% | $2,596-17.6% |
| Participant deferral / active EE | $5,625 | $3,024+86.0% | $3,985+41.1% | $4,027+39.7% |
| Admin fee / account holder | $274 | $4,835-94.3% | $6,832-96.0% | $5,403-94.9% |