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 | $11,365 | $106,515-89.3% | $96,683-88.2% | $139,434-91.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,881 | $4,103-54.1% | $3,737-49.7% | $4,751-60.4% |
| Participant deferral / active EE | $5,094 | $5,454-6.6% | $4,878+4.4% | $6,710-24.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |