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 | $12,106 | $65,375-81.5% | - | $152,861-92.1% |
| Participation rate | 58.3% | 72.6%-14.2pp | - | 82.4%-24.1pp |
| Annual return | 0.00% | 27.96%-28.0pp | - | 345.32%-345.3pp |
| Employer contribution / active EE | $740 | $2,747-73.0% | - | $4,762-84.5% |
| Participant deferral / active EE | $2,695 | $4,110-34.4% | - | $5,850-53.9% |
| Admin fee / account holder | $38 | $4,607-99.2% | - | $11,596-99.7% |