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 9-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 | $15,471 | $96,956-84.0% | $70,014-77.9% | $273,961-94.4% |
| Participation rate | 41.7% | 77.1%-35.4pp | 71.8%-30.1pp | 83.0%-41.3pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,333 | $3,316-59.8% | $2,338-43.0% | $4,869-72.6% |
| Participant deferral / active EE | $5,002 | $3,744+33.6% | $2,931+70.7% | $5,287-5.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |