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 3-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 | $22,800 | $102,604-77.8% | $86,188-73.5% | $139,434-83.6% |
| Participation rate | 36.8% | 74.5%-37.7pp | 69.0%-32.1pp | 80.3%-43.5pp |
| Annual return | 0.00% | 1922.51%-1922.5pp | 1168.45%-1168.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $569 | $3,032-81.2% | $2,380-76.1% | $4,751-88.0% |
| Participant deferral / active EE | $7,471 | $4,676+59.8% | $3,985+87.5% | $6,710+11.3% |
| Admin fee / account holder | $25 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |