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 3-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 | $4,441 | $29,319-84.9% | $52,425-91.5% | $82,448-94.6% |
| Participation rate | 68.0% | 46.9%+21.1pp | 55.6%+12.4pp | 68.1%-0.1pp |
| Annual return | 26.09% | 535.20%-509.1pp | 302.12%-276.0pp | 41.64%-15.5pp |
| Employer contribution / active EE | $225 | $586-61.6% | $914-75.4% | $2,551-91.2% |
| Participant deferral / active EE | $1,065 | $1,171-9.1% | $1,790-40.5% | $4,139-74.3% |
| Admin fee / account holder | $195 | $1,962-90.1% | $2,495-92.2% | $7,234-97.3% |