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 | $3,863 | $76,738-95.0% | $56,411-93.2% | $145,922-97.4% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 36.59% | 2994.23%-2957.6pp | 1701.33%-1664.7pp | 561.29%-524.7pp |
| Employer contribution / active EE | $830 | $1,380-39.8% | $1,039-20.1% | $4,660-82.2% |
| Participant deferral / active EE | $1,480 | $2,623-43.6% | $1,952-24.2% | $6,688-77.9% |
| Admin fee / account holder | $19 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |