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 | $7,286 | $51,175-85.8% | $70,515-89.7% | $75,163-90.3% |
| Participation rate | 42.3% | 60.9%-18.6pp | 68.3%-26.0pp | 67.2%-24.9pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $734 | $1,826-59.8% | $2,973-75.3% | $2,670-72.5% |
| Participant deferral / active EE | $1,035 | $2,849-63.7% | $4,567-77.3% | $4,125-74.9% |
| Admin fee / account holder | $165 | $4,091-96.0% | $6,412-97.4% | $5,651-97.1% |