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 | $14,988 | $48,265-68.9% | $68,791-78.2% | $68,494-78.1% |
| Participation rate | 32.6% | 60.7%-28.1pp | 69.0%-36.5pp | 67.9%-35.3pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,513 | $1,829-17.2% | $2,655-43.0% | $2,596-41.7% |
| Participant deferral / active EE | $3,140 | $2,867+9.5% | $3,941-20.3% | $4,027-22.0% |
| Admin fee / account holder | $54 | $4,355-98.8% | $4,932-98.9% | $5,403-99.0% |