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 | $7,277 | $82,286-91.2% | $68,791-89.4% | $134,475-94.6% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $568 | $3,301-82.8% | $2,655-78.6% | $4,740-88.0% |
| Participant deferral / active EE | $2,831 | $4,739-40.2% | $3,941-28.2% | $6,400-55.8% |
| Admin fee / account holder | $10 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |