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 | $2,234 | $25,014-91.1% | $69,647-96.8% | $80,856-97.2% |
| Participation rate | 58.8% | 64.2%-5.5pp | 66.5%-7.7pp | 67.6%-8.9pp |
| Annual return | 16.35% | 19.07%-2.7pp | 100.48%-84.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $459 | $993-53.8% | $1,712-73.2% | $2,755-83.4% |
| Participant deferral / active EE | $1,146 | $1,839-37.7% | $2,886-60.3% | $4,296-73.3% |
| Admin fee / account holder | $192 | $2,488-92.3% | $4,713-95.9% | $6,918-97.2% |