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 | $123,524 | $172,111-28.2% | $150,298-17.8% | $137,256-10.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,187 | $4,636-74.4% | $4,154-71.4% | $4,156-71.4% |
| Participant deferral / active EE | $7,323 | $6,166+18.8% | $5,453+34.3% | $6,407+14.3% |
| Admin fee / account holder | $286 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |