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 8-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 | $21,629 | $77,813-72.2% | $123,544-82.5% | $64,186-66.3% |
| Participation rate | 58.7% | 74.7%-16.0pp | 82.3%-23.6pp | 69.6%-10.9pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,486 | $3,014-17.5% | $4,628-46.3% | $2,381+4.4% |
| Participant deferral / active EE | $3,871 | $5,240-26.1% | $6,426-39.8% | $3,470+11.6% |
| Admin fee / account holder | $38 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |