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 | $27,975 | $88,594-68.4% | $70,092-60.1% | $134,475-79.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,078 | $3,233-35.7% | $2,559-18.8% | $4,740-56.1% |
| Participant deferral / active EE | $2,524 | $4,772-47.1% | $3,849-34.4% | $6,400-60.6% |
| Admin fee / account holder | $100 | $10,441-99.0% | $6,267-98.4% | $11,426-99.1% |