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 | $76,270 | $78,694-3.1% | $67,652+12.7% | $125,391-39.2% |
| Participation rate | 43.8% | 78.8%-35.1pp | 75.7%-31.9pp | 83.2%-39.4pp |
| Annual return | 0.36% | 9.46%-9.1pp | 6625.04%-6624.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $769 | $3,044-74.7% | $2,266-66.0% | $4,866-84.2% |
| Participant deferral / active EE | $1,285 | $4,292-70.1% | $3,560-63.9% | $5,352-76.0% |
| Admin fee / account holder | $7 | $7,403-99.9% | $4,821-99.9% | $9,540-99.9% |