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 | $116,831 | $93,571+24.9% | $135,903-14.0% | $75,163+55.4% |
| Participation rate | 29.6% | 75.2%-45.6pp | 81.9%-52.3pp | 67.2%-37.6pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,023 | $3,537-71.1% | $4,856-78.9% | $2,670-61.7% |
| Participant deferral / active EE | $3,580 | $6,404-44.1% | $7,758-53.9% | $4,125-13.2% |
| Admin fee / account holder | $299 | $6,975-95.7% | $10,762-97.2% | $5,651-94.7% |