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 | $16,087 | $77,634-79.3% | $156,549-89.7% | $62,891-74.4% |
| Participation rate | 34.8% | 71.2%-36.4pp | 84.0%-49.2pp | 69.3%-34.5pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,438 | $3,444-58.3% | $5,501-73.9% | $2,281-37.0% |
| Participant deferral / active EE | $2,864 | $3,045-6.0% | $4,871-41.2% | $3,203-10.6% |
| Admin fee / account holder | $248 | $5,561-95.5% | $13,027-98.1% | $4,296-94.2% |