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 | $1,927 | $22,587-91.5% | $65,255-97.0% | $75,163-97.4% |
| Participation rate | 68.8% | 63.1%+5.7pp | 65.0%+3.8pp | 67.2%+1.6pp |
| Annual return | 47.73% | 71.03%-23.3pp | 47.35%+0.4pp | 160.62%-112.9pp |
| Employer contribution / active EE | $536 | $941-43.0% | $1,691-68.3% | $2,670-79.9% |
| Participant deferral / active EE | $1,301 | $1,695-23.3% | $2,831-54.1% | $4,125-68.5% |
| Admin fee / account holder | $117 | $1,876-93.7% | $4,112-97.1% | $5,651-97.9% |