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 | $4,563 | $70,606-93.5% | $53,898-91.5% | $142,382-96.8% |
| Participation rate | 39.1% | 63.7%-24.6pp | 55.0%-15.8pp | 80.1%-41.0pp |
| Annual return | 27.20% | 619.81%-592.6pp | 528.60%-501.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $106 | $1,202-91.1% | $932-88.6% | $4,299-97.5% |
| Participant deferral / active EE | $998 | $2,364-57.8% | $1,826-45.4% | $6,507-84.7% |
| Admin fee / account holder | $50 | $2,852-98.3% | $2,491-98.0% | $12,624-99.6% |