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 | $3,639 | $22,587-83.9% | $65,255-94.4% | $75,163-95.2% |
| Participation rate | 57.9% | 63.1%-5.2pp | 65.0%-7.1pp | 67.2%-9.3pp |
| Annual return | 61.00% | 71.03%-10.0pp | 47.35%+13.6pp | 160.62%-99.6pp |
| Employer contribution / active EE | $649 | $941-31.0% | $1,691-61.6% | $2,670-75.7% |
| Participant deferral / active EE | $1,501 | $1,695-11.5% | $2,831-47.0% | $4,125-63.6% |
| Admin fee / account holder | $155 | $1,876-91.8% | $4,112-96.2% | $5,651-97.3% |