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 | $80,032 | $76,000+5.3% | $154,107-48.1% | $64,186+24.7% |
| Participation rate | 16.7% | 70.4%-53.7pp | 83.0%-66.4pp | 69.6%-52.9pp |
| Annual return | 0.69% | 30.32%-29.6pp | 735.12%-734.4pp | 7.63%-6.9pp |
| Employer contribution / active EE | $431 | $3,351-87.1% | $5,298-91.9% | $2,381-81.9% |
| Participant deferral / active EE | $1,321 | $3,175-58.4% | $5,081-74.0% | $3,470-61.9% |
| Admin fee / account holder | $5 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |