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 | $27,044 | $185,822-85.4% | $169,993-84.1% | $139,434-80.6% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,378 | $7,590-68.7% | $6,785-65.0% | $4,751-49.9% |
| Participant deferral / active EE | $5,945 | $11,622-48.8% | $10,408-42.9% | $6,710-11.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |