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 | $3,139 | $76,785-95.9% | $56,441-94.4% | $145,959-97.8% |
| Participation rate | 59.1% | 63.2%-4.2pp | 52.5%+6.6pp | 80.3%-21.2pp |
| Annual return | 16.11% | 3000.51%-2984.4pp | 1704.21%-1688.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $212 | $1,381-84.6% | $1,039-79.6% | $4,661-95.4% |
| Participant deferral / active EE | $293 | $2,624-88.8% | $1,953-85.0% | $6,689-95.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |