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 4-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 | $1,752 | $22,587-92.2% | $65,255-97.3% | $75,163-97.7% |
| Participation rate | 66.7% | 63.1%+3.6pp | 65.0%+1.7pp | 67.2%-0.5pp |
| Annual return | 144.02% | 71.03%+73.0pp | 47.35%+96.7pp | 160.62%-16.6pp |
| Employer contribution / active EE | $488 | $941-48.1% | $1,691-71.2% | $2,670-81.7% |
| Participant deferral / active EE | $1,285 | $1,695-24.2% | $2,831-54.6% | $4,125-68.8% |
| Admin fee / account holder | $50 | $1,876-97.4% | $4,112-98.8% | $5,651-99.1% |