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 | $15,431 | $45,863-66.4% | $77,024-80.0% | $68,494-77.5% |
| Participation rate | 45.5% | 55.9%-10.5pp | 67.9%-22.5pp | 67.9%-22.4pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,644 | $1,650-0.4% | $2,812-41.6% | $2,596-36.7% |
| Participant deferral / active EE | $3,699 | $2,962+24.9% | $4,426-16.4% | $4,027-8.1% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |