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 | $5,884 | $70,606-91.7% | $53,898-89.1% | $142,382-95.9% |
| Participation rate | 54.2% | 63.7%-9.5pp | 55.0%-0.8pp | 80.1%-26.0pp |
| Annual return | 18.85% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $158 | $1,202-86.9% | $932-83.1% | $4,299-96.3% |
| Participant deferral / active EE | $500 | $2,364-78.8% | $1,826-72.6% | $6,507-92.3% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |