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 | $26,328 | $107,934-75.6% | $91,989-71.4% | $152,861-82.8% |
| Participation rate | 55.6% | 81.2%-25.6pp | 78.6%-23.1pp | 82.4%-26.9pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,954 | $4,210-53.6% | $3,452-43.4% | $4,762-59.0% |
| Participant deferral / active EE | $3,276 | $6,364-48.5% | $5,923-44.7% | $5,850-44.0% |
| Admin fee / account holder | $42 | $10,520-99.6% | $7,743-99.5% | $11,596-99.6% |