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 4-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 | $5,933 | $25,979-77.2% | $71,735-91.7% | $68,494-91.3% |
| Participation rate | 64.0% | 54.5%+9.5pp | 62.3%+1.7pp | 67.9%-3.9pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,180 | $900+31.0% | $1,704-30.8% | $2,596-54.6% |
| Participant deferral / active EE | $3,116 | $1,522+104.7% | $2,658+17.2% | $4,027-22.6% |
| Admin fee / account holder | $165 | $2,022-91.9% | $3,974-95.9% | $5,403-97.0% |