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 10-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 | $67,073 | $84,695-20.8% | $73,843-9.2% | $125,391-46.5% |
| Participation rate | 64.3% | 76.8%-12.5pp | 73.4%-9.2pp | 83.2%-18.9pp |
| Annual return | 0.07% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,137 | $3,123-63.6% | $2,787-59.2% | $4,866-76.6% |
| Participant deferral / active EE | $2,516 | $3,992-37.0% | $3,583-29.8% | $5,352-53.0% |
| Admin fee / account holder | $252 | $5,691-95.6% | $4,880-94.8% | $9,540-97.4% |