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 | $34,141 | $165,335-79.4% | $149,696-77.2% | $158,922-78.5% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,531 | $5,103-70.0% | $4,644-67.0% | $4,761-67.9% |
| Participant deferral / active EE | $4,558 | $7,181-36.5% | $6,842-33.4% | $5,982-23.8% |
| Admin fee / account holder | $106 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |