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 | $93,575 | $107,334-12.8% | $92,893+0.7% | $152,861-38.8% |
| Participation rate | 27.8% | 79.8%-52.0pp | 76.0%-48.2pp | 82.4%-54.7pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,731 | $4,221-59.0% | $3,653-52.6% | $4,762-63.7% |
| Participant deferral / active EE | $3,913 | $4,845-19.2% | $4,236-7.6% | $5,850-33.1% |
| Admin fee / account holder | $278 | $7,079-96.1% | $5,794-95.2% | $11,596-97.6% |