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 | $18,262 | $115,882-84.2% | $100,516-81.8% | $158,922-88.5% |
| Participation rate | 22.2% | 81.6%-59.3pp | 79.4%-57.2pp | 82.0%-59.7pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $747 | $4,103-81.8% | $3,418-78.1% | $4,761-84.3% |
| Participant deferral / active EE | $2,799 | $6,674-58.1% | $6,270-55.4% | $5,982-53.2% |
| Admin fee / account holder | $31 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |