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 5-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 | $18,145 | $37,426-51.5% | $77,482-76.6% | $79,858-77.3% |
| Participation rate | 14.6% | 41.5%-26.9pp | 54.2%-39.6pp | 69.6%-55.0pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $298 | $637-53.3% | $986-69.8% | $2,471-88.0% |
| Participant deferral / active EE | $339 | $1,260-73.1% | $1,861-81.8% | $3,740-90.9% |
| Admin fee / account holder | $249 | $2,504-90.1% | $2,858-91.3% | $5,306-95.3% |