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 | $1,931 | $22,587-91.4% | $65,255-97.0% | $75,163-97.4% |
| Participation rate | 66.1% | 63.1%+3.0pp | 65.0%+1.2pp | 67.2%-1.1pp |
| Annual return | 935.86% | 71.03%+864.8pp | 47.35%+888.5pp | 160.62%+775.2pp |
| Employer contribution / active EE | $669 | $941-28.9% | $1,691-60.5% | $2,670-75.0% |
| Participant deferral / active EE | $1,635 | $1,695-3.6% | $2,831-42.3% | $4,125-60.4% |
| Admin fee / account holder | $58 | $1,876-96.9% | $4,112-98.6% | $5,651-99.0% |