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 4-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 | $24,835 | $54,229-54.2% | $70,092-64.6% | $68,494-63.7% |
| Participation rate | 12.0% | 64.5%-52.5pp | 70.5%-58.5pp | 67.9%-55.9pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,000 | $2,956+1.5% | $3,849-22.1% | $4,027-25.5% |
| Admin fee / account holder | $28 | $4,694-99.4% | $6,267-99.6% | $5,403-99.5% |