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 | $67,475 | $84,695-20.3% | $73,843-8.6% | $125,391-46.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 0.88% | 3123.53%-3122.6pp | 2267.84%-2267.0pp | 282.22%-281.3pp |
| Employer contribution / active EE | $7,751 | $3,123+148.2% | $2,787+178.1% | $4,866+59.3% |
| Participant deferral / active EE | $12,853 | $3,992+221.9% | $3,583+258.7% | $5,352+140.2% |
| Admin fee / account holder | $63 | $5,691-98.9% | $4,880-98.7% | $9,540-99.3% |