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 | $10,684 | $53,162-79.9% | $91,220-88.3% | $68,494-84.4% |
| Participation rate | 48.3% | 63.2%-14.9pp | 73.2%-24.9pp | 67.9%-19.6pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,203 | $1,709-29.6% | $2,850-57.8% | $2,596-53.7% |
| Participant deferral / active EE | $3,847 | $2,974+29.4% | $4,234-9.1% | $4,027-4.5% |
| Admin fee / account holder | $93 | $4,493-97.9% | $5,420-98.3% | $5,403-98.3% |