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 4-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 | $35,875 | $95,416-62.4% | $185,823-80.7% | $85,850-58.2% |
| Participation rate | 19.4% | 68.8%-49.3pp | 81.7%-62.3pp | 69.3%-49.9pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $690 | $3,314-79.2% | $5,167-86.6% | $2,565-73.1% |
| Participant deferral / active EE | $1,282 | $3,423-62.6% | $5,568-77.0% | $3,952-67.6% |
| Admin fee / account holder | $18 | $7,213-99.8% | $16,237-99.9% | $6,260-99.7% |