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 | $3,104 | $22,587-86.3% | $65,255-95.2% | $75,163-95.9% |
| Participation rate | 68.4% | 63.1%+5.3pp | 65.0%+3.5pp | 67.2%+1.2pp |
| Annual return | 80.08% | 71.03%+9.0pp | 47.35%+32.7pp | 160.62%-80.5pp |
| Employer contribution / active EE | $733 | $941-22.1% | $1,691-56.7% | $2,670-72.6% |
| Participant deferral / active EE | $1,613 | $1,695-4.8% | $2,831-43.0% | $4,125-60.9% |
| Admin fee / account holder | $134 | $1,876-92.8% | $4,112-96.7% | $5,651-97.6% |