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 | $84,526 | $50,082+68.8% | $93,406-9.5% | $79,858+5.8% |
| Participation rate | 33.8% | 60.9%-27.1pp | 66.8%-33.0pp | 69.6%-35.8pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $961 | $1,303-26.3% | $2,075-53.7% | $2,471-61.1% |
| Participant deferral / active EE | $1,962 | $2,212-11.3% | $3,126-37.2% | $3,740-47.5% |
| Admin fee / account holder | $55 | $3,454-98.4% | $5,230-98.9% | $5,306-99.0% |