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 | $2,270 | $30,400-92.5% | $53,898-95.8% | $84,808-97.3% |
| Participation rate | 65.8% | 46.4%+19.3pp | 55.0%+10.8pp | 68.3%-2.5pp |
| Annual return | 28.18% | 500.19%-472.0pp | 528.60%-500.4pp | 40.90%-12.7pp |
| Employer contribution / active EE | $175 | $603-71.0% | $932-81.3% | $2,631-93.4% |
| Participant deferral / active EE | $370 | $1,199-69.2% | $1,826-79.8% | $4,212-91.2% |
| Admin fee / account holder | $39 | $1,993-98.1% | $2,491-98.4% | $7,344-99.5% |