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 | $18,189 | $69,207-73.7% | $64,056-71.6% | $139,434-87.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $986 | $3,182-69.0% | $2,747-64.1% | $4,751-79.3% |
| Participant deferral / active EE | $10,263 | $4,682+119.2% | $3,880+164.5% | $6,710+53.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |