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 6-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 | $19,175 | $115,882-83.5% | $100,516-80.9% | $158,922-87.9% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.5pp | 82.0%-39.1pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,201 | $4,103-46.4% | $3,418-35.6% | $4,761-53.8% |
| Participant deferral / active EE | $4,936 | $6,674-26.0% | $6,270-21.3% | $5,982-17.5% |
| Admin fee / account holder | $26 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |