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 | $3,043 | $30,400-90.0% | $53,898-94.4% | $84,808-96.4% |
| Participation rate | 51.8% | 46.4%+5.3pp | 55.0%-3.2pp | 68.3%-16.5pp |
| Annual return | 25.94% | 500.19%-474.3pp | 528.60%-502.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $140 | $603-76.8% | $932-85.0% | $2,631-94.7% |
| Participant deferral / active EE | $337 | $1,199-71.9% | $1,826-81.5% | $4,212-92.0% |
| Admin fee / account holder | $2 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |