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 3-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 | $1,337 | $22,587-94.1% | $65,255-98.0% | $75,163-98.2% |
| Participation rate | 68.6% | 63.1%+5.5pp | 65.0%+3.7pp | 67.2%+1.4pp |
| Annual return | 77.04% | 71.03%+6.0pp | 47.35%+29.7pp | 160.62%-83.6pp |
| Employer contribution / active EE | $633 | $941-32.7% | $1,691-62.6% | $2,670-76.3% |
| Participant deferral / active EE | $1,299 | $1,695-23.4% | $2,831-54.1% | $4,125-68.5% |
| Admin fee / account holder | $57 | $1,876-97.0% | $4,112-98.6% | $5,651-99.0% |