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 | $45,456 | $78,694-42.2% | $67,652-32.8% | $125,391-63.7% |
| Participation rate | 30.8% | 78.8%-48.0pp | 75.7%-44.9pp | 83.2%-52.4pp |
| Annual return | -0.91% | 9.46%-10.4pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $489 | $3,044-83.9% | $2,266-78.4% | $4,866-90.0% |
| Participant deferral / active EE | $1,600 | $4,292-62.7% | $3,560-55.1% | $5,352-70.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |