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 | $43,187 | $27,839+55.1% | $58,482-26.2% | $71,457-39.6% |
| Participation rate | 28.9% | 34.5%-5.6pp | 50.9%-21.9pp | 67.9%-39.0pp |
| Annual return | 0.00% | 26.81%-26.8pp | 4239.32%-4239.3pp | 28.85%-28.8pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $404 | $1,206-66.5% | $1,924-79.0% | $4,289-90.6% |
| Admin fee / account holder | $0 | $1,641-100.0% | $2,516-100.0% | $1,587-100.0% |