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 5-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 | $13,699 | $127,264-89.2% | $109,895-87.5% | $167,490-91.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,210 | $3,322-33.5% | $2,842-22.2% | $4,837-54.3% |
| Participant deferral / active EE | $5,242 | $4,514+16.1% | $4,048+29.5% | $6,341-17.3% |
| Admin fee / account holder | $26 | $7,114-99.6% | $6,066-99.6% | $12,309-99.8% |