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 6-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 | $37,338 | $92,703-59.7% | $82,719-54.9% | $134,475-72.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -0.29% | 944.92%-945.2pp | 701.18%-701.5pp | 417.96%-418.3pp |
| Employer contribution / active EE | $4,085 | $3,274+24.8% | $3,009+35.8% | $4,740-13.8% |
| Participant deferral / active EE | $6,243 | $4,802+30.0% | $4,395+42.0% | $6,400-2.5% |
| Admin fee / account holder | $202 | $5,983-96.6% | $5,329-96.2% | $11,426-98.2% |