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 | $45,069 | $80,968-44.3% | $96,544-53.3% | $75,163-40.0% |
| Participation rate | 51.2% | 71.8%-20.6pp | 76.0%-24.8pp | 67.2%-16.0pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,564 | $2,282-31.5% | $2,965-47.3% | $2,670-41.4% |
| Participant deferral / active EE | $3,356 | $3,928-14.6% | $4,851-30.8% | $4,125-18.6% |
| Admin fee / account holder | $275 | $6,724-95.9% | $8,252-96.7% | $5,651-95.1% |