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 7-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 | $10,193 | $22,587-54.9% | $65,255-84.4% | $75,163-86.4% |
| Participation rate | 38.7% | 63.1%-24.4pp | 65.0%-26.3pp | 67.2%-28.5pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $641 | $941-31.9% | $1,691-62.1% | $2,670-76.0% |
| Participant deferral / active EE | $921 | $1,695-45.7% | $2,831-67.5% | $4,125-77.7% |
| Admin fee / account holder | $145 | $1,876-92.2% | $4,112-96.5% | $5,651-97.4% |