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 | $12,005 | $57,281-79.0% | $86,612-86.1% | $75,163-84.0% |
| Participation rate | 61.5% | 63.2%-1.7pp | 71.7%-10.2pp | 67.2%-5.7pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,198 | $2,314-48.2% | $3,022-60.4% | $2,670-55.1% |
| Participant deferral / active EE | $1,412 | $3,318-57.4% | $4,438-68.2% | $4,125-65.8% |
| Admin fee / account holder | $260 | $4,112-93.7% | $5,614-95.4% | $5,651-95.4% |