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 | $2,399 | $67,823-96.5% | $52,425-95.4% | $137,256-98.3% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 21.66% | 219.11%-197.5pp | 302.12%-280.5pp | 220.34%-198.7pp |
| Employer contribution / active EE | $239 | $1,163-79.4% | $914-73.8% | $4,156-94.2% |
| Participant deferral / active EE | $421 | $2,288-81.6% | $1,790-76.5% | $6,407-93.4% |
| Admin fee / account holder | $286 | $2,844-89.9% | $2,495-88.5% | $12,270-97.7% |