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 | $32,260 | $63,346-49.1% | $92,233-65.0% | $70,131-54.0% |
| Participation rate | 69.8% | 68.7%+1.1pp | 76.5%-6.7pp | 69.5%+0.2pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,536 | $2,471+2.6% | $3,679-31.1% | $2,342+8.3% |
| Participant deferral / active EE | $5,589 | $2,854+95.9% | $3,897+43.4% | $3,332+67.8% |
| Admin fee / account holder | $146 | $3,840-96.2% | $5,194-97.2% | $4,645-96.9% |