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 5-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 | $82,625 | $124,319-33.5% | $111,297-25.8% | $167,490-50.7% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,008 | $3,435-70.7% | $2,731-63.1% | $4,837-79.2% |
| Participant deferral / active EE | $3,145 | $5,180-39.3% | $4,487-29.9% | $6,341-50.4% |
| Admin fee / account holder | $27 | $10,618-99.7% | $7,964-99.7% | $12,309-99.8% |