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 9-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 | $19,757 | $84,527-76.6% | $67,711-70.8% | $125,391-84.2% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | 0.51% | 2.57%-2.1pp | 25.41%-24.9pp | 282.22%-281.7pp |
| Employer contribution / active EE | $6,435 | $3,292+95.5% | $2,559+151.4% | $4,866+32.2% |
| Participant deferral / active EE | $920 | $4,429-79.2% | $3,585-74.3% | $5,352-82.8% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |