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 | $19,451 | $124,281-84.3% | $109,143-82.2% | $167,490-88.4% |
| Participation rate | 42.9% | 79.4%-36.6pp | 75.9%-33.0pp | 82.1%-39.2pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,032 | $4,207-75.5% | $3,722-72.3% | $4,837-78.7% |
| Participant deferral / active EE | $3,024 | $5,255-42.5% | $4,653-35.0% | $6,341-52.3% |
| Admin fee / account holder | $50 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |