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 6-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 | $24,303 | $45,073-46.1% | $69,455-65.0% | $72,985-66.7% |
| Participation rate | 41.9% | 68.5%-26.6pp | 74.6%-32.7pp | 69.5%-27.6pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,338 | $2,054-34.8% | $2,779-51.8% | $2,440-45.1% |
| Participant deferral / active EE | $2,625 | $2,602+0.9% | $3,535-25.8% | $3,607-27.2% |
| Admin fee / account holder | $167 | $3,056-94.5% | $3,839-95.7% | $5,124-96.7% |