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 | $15,470 | $49,173-68.5% | $121,098-87.2% | $75,163-79.4% |
| Participation rate | 56.7% | 55.4%+1.3pp | 69.5%-12.8pp | 67.2%-10.5pp |
| Annual return | 43.49% | 55.99%-12.5pp | 985.75%-942.3pp | 160.62%-117.1pp |
| Employer contribution / active EE | $711 | $1,546-54.0% | $4,164-82.9% | $2,670-73.4% |
| Participant deferral / active EE | $4,227 | $2,628+60.9% | $4,080+3.6% | $4,125+2.5% |
| Admin fee / account holder | $188 | $3,942-95.2% | $5,644-96.7% | $5,651-96.7% |