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 | $67,477 | $82,630-18.3% | $64,105+5.3% | $125,391-46.2% |
| Participation rate | 58.3% | 75.9%-17.5pp | 68.2%-9.8pp | 83.2%-24.9pp |
| Annual return | 0.09% | 1489.72%-1489.6pp | 791.24%-791.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,844 | $2,671-31.0% | $1,820+1.3% | $4,866-62.1% |
| Participant deferral / active EE | $5,371 | $3,608+48.8% | $2,822+90.4% | $5,352+0.4% |
| Admin fee / account holder | $259 | $6,382-95.9% | $4,499-94.3% | $9,540-97.3% |