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 | $44,049 | $45,152-2.4% | $73,843-40.3% | $59,632-26.1% |
| Participation rate | 59.4% | 64.0%-4.6pp | 73.4%-14.1pp | 68.7%-9.3pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $931 | $1,902-51.1% | $2,787-66.6% | $2,203-57.7% |
| Participant deferral / active EE | $1,512 | $2,574-41.3% | $3,583-57.8% | $3,192-52.6% |
| Admin fee / account holder | $119 | $3,516-96.6% | $4,880-97.6% | $4,297-97.2% |