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 | $56,975 | $77,634-26.6% | $156,549-63.6% | $62,891-9.4% |
| Participation rate | 37.5% | 71.2%-33.7pp | 84.0%-46.5pp | 69.3%-31.8pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $494 | $3,444-85.6% | $5,501-91.0% | $2,281-78.3% |
| Participant deferral / active EE | $1,232 | $3,045-59.5% | $4,871-74.7% | $3,203-61.5% |
| Admin fee / account holder | $278 | $5,561-95.0% | $13,027-97.9% | $4,296-93.5% |