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 | $134,135 | $176,377-24.0% | $134,1430% | $158,922-15.6% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 18.92% | 63.63%-44.7pp | 36.33%-17.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $90 | $5,040-98.2% | $3,704-97.6% | $4,761-98.1% |
| Participant deferral / active EE | $1,794 | $4,091-56.2% | $3,499-48.7% | $5,982-70.0% |
| Admin fee / account holder | $118 | $8,718-98.6% | $6,684-98.2% | $11,246-98.9% |