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 | $1,745 | $22,587-92.3% | $65,255-97.3% | $75,163-97.7% |
| Participation rate | 66.7% | 63.1%+3.6pp | 65.0%+1.7pp | 67.2%-0.5pp |
| Annual return | 128.89% | 71.03%+57.9pp | 47.35%+81.5pp | 160.62%-31.7pp |
| Employer contribution / active EE | $758 | $941-19.4% | $1,691-55.2% | $2,670-71.6% |
| Participant deferral / active EE | $1,456 | $1,695-14.1% | $2,831-48.6% | $4,125-64.7% |
| Admin fee / account holder | $154 | $1,876-91.8% | $4,112-96.2% | $5,651-97.3% |