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 5-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 | $31,081 | $110,502-71.9% | $80,716-61.5% | $167,490-81.4% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $705 | $1,543-54.3% | $1,160-39.3% | $4,837-85.4% |
| Participant deferral / active EE | $13,951 | $2,871+386.0% | $2,146+550.2% | $6,341+120.0% |
| Admin fee / account holder | $30 | $4,545-99.3% | $3,380-99.1% | $12,309-99.8% |