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 10-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 | $21,689 | $78,694-72.4% | $67,652-67.9% | $125,391-82.7% |
| Participation rate | 68.8% | 78.8%-10.1pp | 75.7%-6.9pp | 83.2%-14.4pp |
| Annual return | 0.03% | 9.46%-9.4pp | 6625.04%-6625.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,064 | $3,044-65.0% | $2,266-53.0% | $4,866-78.1% |
| Participant deferral / active EE | $1,492 | $4,292-65.2% | $3,560-58.1% | $5,352-72.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |