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 6-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 | $5,397 | $29,319-81.6% | $52,425-89.7% | $82,448-93.5% |
| Participation rate | 67.6% | 46.9%+20.8pp | 55.6%+12.0pp | 68.1%-0.4pp |
| Annual return | 18.14% | 535.20%-517.1pp | 302.12%-284.0pp | 41.64%-23.5pp |
| Employer contribution / active EE | $220 | $586-62.4% | $914-75.9% | $2,551-91.4% |
| Participant deferral / active EE | $567 | $1,171-51.6% | $1,790-68.3% | $4,139-86.3% |
| Admin fee / account holder | $125 | $1,962-93.6% | $2,495-95.0% | $7,234-98.3% |