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 3-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 | $11,893 | $42,894-72.3% | $60,874-80.5% | $68,494-82.6% |
| Participation rate | 10.7% | 66.8%-56.1pp | 73.1%-62.4pp | 67.9%-57.2pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,286 | $2,867-55.2% | $3,817-66.3% | $4,027-68.1% |
| Admin fee / account holder | $4 | $3,101-99.9% | $3,224-99.9% | $5,403-99.9% |