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 | $54,207 | $133,958-59.5% | $112,228-51.7% | $134,475-59.7% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -18.26% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,849 | $4,038-29.4% | $3,635-21.6% | $4,740-39.9% |
| Participant deferral / active EE | $5,012 | $5,291-5.3% | $4,728+6.0% | $6,400-21.7% |
| Admin fee / account holder | $282 | $7,489-96.2% | $6,410-95.6% | $11,426-97.5% |