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 | $14,785 | $96,635-84.7% | $86,612-82.9% | $139,434-89.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $538 | $3,263-83.5% | $3,022-82.2% | $4,751-88.7% |
| Participant deferral / active EE | $4,827 | $4,836-0.2% | $4,438+8.8% | $6,710-28.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |