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 6-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 | $29,741 | $149,734-80.1% | $118,925-75.0% | $158,922-81.3% |
| Participation rate | 69.2% | 82.1%-12.8pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,863 | $4,115-30.4% | $3,263-12.2% | $4,761-39.9% |
| Participant deferral / active EE | $4,725 | $5,223-9.5% | $4,265+10.8% | $5,982-21.0% |
| Admin fee / account holder | $25 | $8,603-99.7% | $6,581-99.6% | $11,246-99.8% |