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 | $2,425 | $67,823-96.4% | $52,425-95.4% | $137,256-98.2% |
| Participation rate | 56.5% | 63.9%-7.4pp | 55.6%+0.9pp | 80.0%-23.4pp |
| Annual return | 21.65% | 219.11%-197.5pp | 302.12%-280.5pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $592 | $2,288-74.1% | $1,790-66.9% | $6,407-90.8% |
| Admin fee / account holder | $246 | $2,844-91.3% | $2,495-90.1% | $12,270-98.0% |