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 | $1,496 | $22,587-93.4% | $65,255-97.7% | $75,163-98.0% |
| Participation rate | 58.0% | 63.1%-5.1pp | 65.0%-7.0pp | 67.2%-9.2pp |
| Annual return | 233.46% | 71.03%+162.4pp | 47.35%+186.1pp | 160.62%+72.8pp |
| Employer contribution / active EE | $404 | $941-57.0% | $1,691-76.1% | $2,670-84.9% |
| Participant deferral / active EE | $715 | $1,695-57.8% | $2,831-74.7% | $4,125-82.7% |
| Admin fee / account holder | $24 | $1,876-98.7% | $4,112-99.4% | $5,651-99.6% |