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 5-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 | $4,201 | $22,587-81.4% | $65,255-93.6% | $75,163-94.4% |
| Participation rate | 35.3% | 63.1%-27.8pp | 65.0%-29.7pp | 67.2%-31.9pp |
| Annual return | 28.94% | 71.03%-42.1pp | 47.35%-18.4pp | 160.62%-131.7pp |
| Employer contribution / active EE | $358 | $941-62.0% | $1,691-78.8% | $2,670-86.6% |
| Participant deferral / active EE | $795 | $1,695-53.1% | $2,831-71.9% | $4,125-80.7% |
| Admin fee / account holder | $8 | $1,876-99.6% | $4,112-99.8% | $5,651-99.9% |