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 | $22,093 | $106,543-79.3% | $91,220-75.8% | $134,475-83.6% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.2%-53.2pp | 81.2%-61.2pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $480 | $3,331-85.6% | $2,850-83.2% | $4,740-89.9% |
| Participant deferral / active EE | $4,100 | $4,719-13.1% | $4,234-3.2% | $6,400-35.9% |
| Admin fee / account holder | $44 | $6,231-99.3% | $5,420-99.2% | $11,426-99.6% |