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 8-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 | $14,408 | $76,000-81.0% | $154,107-90.7% | $64,186-77.6% |
| Participation rate | 54.5% | 70.4%-15.9pp | 83.0%-28.5pp | 69.6%-15.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $951 | $3,351-71.6% | $5,298-82.1% | $2,381-60.1% |
| Participant deferral / active EE | $2,034 | $3,175-35.9% | $5,081-60.0% | $3,470-41.4% |
| Admin fee / account holder | $149 | $5,596-97.3% | $13,411-98.9% | $4,888-97.0% |