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 | $2,399 | $70,606-96.6% | $53,898-95.5% | $142,382-98.3% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 21.66% | 619.81%-598.2pp | 528.60%-506.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $239 | $1,202-80.1% | $932-74.3% | $4,299-94.4% |
| Participant deferral / active EE | $421 | $2,364-82.2% | $1,826-77.0% | $6,507-93.5% |
| Admin fee / account holder | $286 | $2,852-90.0% | $2,491-88.5% | $12,624-97.7% |