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 | $60,978 | $95,416-36.1% | $185,823-67.2% | $85,850-29.0% |
| Participation rate | 61.3% | 68.8%-7.5pp | 81.7%-20.4pp | 69.3%-8.0pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $774 | $3,314-76.7% | $5,167-85.0% | $2,565-69.8% |
| Participant deferral / active EE | $2,035 | $3,423-40.6% | $5,568-63.5% | $3,952-48.5% |
| Admin fee / account holder | $166 | $7,213-97.7% | $16,237-99.0% | $6,260-97.3% |