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 | $27,450 | $110,261-75.1% | $95,745-71.3% | $139,434-80.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $704 | $3,257-78.4% | $2,835-75.1% | $4,751-85.2% |
| Participant deferral / active EE | $2,008 | $4,676-57.0% | $4,245-52.7% | $6,710-70.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |