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 | $2,336 | $22,587-89.7% | $65,255-96.4% | $75,163-96.9% |
| Participation rate | 62.8% | 63.1%-0.3pp | 65.0%-2.1pp | 67.2%-4.4pp |
| Annual return | 86.38% | 71.03%+15.4pp | 47.35%+39.0pp | 160.62%-74.2pp |
| Employer contribution / active EE | $621 | $941-33.9% | $1,691-63.3% | $2,670-76.7% |
| Participant deferral / active EE | $1,254 | $1,695-26.0% | $2,831-55.7% | $4,125-69.6% |
| Admin fee / account holder | $140 | $1,876-92.5% | $4,112-96.6% | $5,651-97.5% |