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 7-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 | $23,713 | $90,600-73.8% | $79,464-70.2% | $135,375-82.5% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,008 | $3,068-34.5% | $2,800-28.3% | $4,779-58.0% |
| Participant deferral / active EE | $3,012 | $4,050-25.6% | $3,704-18.7% | $5,609-46.3% |
| Admin fee / account holder | $53 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |