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 | $9,599 | $84,402-88.6% | $61,373-84.4% | $134,475-92.9% |
| Participation rate | 9.5% | 62.2%-52.7pp | 52.6%-43.0pp | 81.2%-71.7pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $240 | $1,544-84.5% | $1,159-79.3% | $4,740-94.9% |
| Participant deferral / active EE | $667 | $2,819-76.4% | $2,125-68.6% | $6,400-89.6% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |