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 | $96,257 | $95,561+0.7% | $77,163+24.7% | $139,434-31.0% |
| Participation rate | 55.6% | 73.9%-18.4pp | 69.6%-14.0pp | 80.3%-24.8pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,133 | $3,147-64.0% | $2,535-55.3% | $4,751-76.2% |
| Participant deferral / active EE | $2,550 | $4,624-44.8% | $3,833-33.5% | $6,710-62.0% |
| Admin fee / account holder | $166 | $8,295-98.0% | $5,472-97.0% | $11,403-98.5% |