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 6-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 | $21,111 | $115,882-81.8% | $100,516-79.0% | $158,922-86.7% |
| Participation rate | 47.6% | 81.6%-34.0pp | 79.4%-31.8pp | 82.0%-34.3pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,514 | $4,103-14.4% | $3,418+2.8% | $4,761-26.2% |
| Participant deferral / active EE | $7,763 | $6,674+16.3% | $6,270+23.8% | $5,982+29.8% |
| Admin fee / account holder | $78 | $10,995-99.3% | $8,081-99.0% | $11,246-99.3% |