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 | $1,477 | $70,606-97.9% | $53,898-97.3% | $142,382-99.0% |
| Participation rate | 64.7% | 63.7%+1.0pp | 55.0%+9.7pp | 80.1%-15.4pp |
| Annual return | 27.17% | 619.81%-592.6pp | 528.60%-501.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $501 | $2,364-78.8% | $1,826-72.6% | $6,507-92.3% |
| Admin fee / account holder | $107 | $2,852-96.3% | $2,491-95.7% | $12,624-99.2% |