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 7-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 | $13,707 | $65,375-79.0% | - | $152,861-91.0% |
| Participation rate | 57.1% | 72.6%-15.4pp | - | 82.4%-25.3pp |
| Annual return | 0.00% | 27.96%-28.0pp | - | 345.32%-345.3pp |
| Employer contribution / active EE | $904 | $2,747-67.1% | - | $4,762-81.0% |
| Participant deferral / active EE | $6,379 | $4,110+55.2% | - | $5,850+9.0% |
| Admin fee / account holder | $55 | $4,607-98.8% | - | $11,596-99.5% |