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 6-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 | $11,644 | $104,106-88.8% | $71,086-83.6% | $135,375-91.4% |
| Participation rate | 7.7% | 65.7%-58.0pp | 54.7%-47.0pp | 82.6%-74.9pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $55 | $1,485-96.3% | $1,088-94.9% | $4,779-98.8% |
| Participant deferral / active EE | $925 | $2,527-63.4% | $1,874-50.6% | $5,609-83.5% |
| Admin fee / account holder | $16 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |