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 | $1,523 | $22,587-93.3% | $65,255-97.7% | $75,163-98.0% |
| Participation rate | 64.8% | 63.1%+1.7pp | 65.0%-0.2pp | 67.2%-2.4pp |
| Annual return | 104.40% | 71.03%+33.4pp | 47.35%+57.0pp | 160.62%-56.2pp |
| Employer contribution / active EE | $531 | $941-43.5% | $1,691-68.6% | $2,670-80.1% |
| Participant deferral / active EE | $957 | $1,695-43.6% | $2,831-66.2% | $4,125-76.8% |
| Admin fee / account holder | $16 | $1,876-99.2% | $4,112-99.6% | $5,651-99.7% |