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 4-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 | $4,261 | $29,660-85.6% | $56,411-92.4% | $80,856-94.7% |
| Participation rate | 16.0% | 41.6%-25.6pp | 52.5%-36.5pp | 67.6%-51.6pp |
| Annual return | 92.69% | 35.23%+57.5pp | 1701.33%-1608.6pp | 35.59%+57.1pp |
| Employer contribution / active EE | $306 | $669-54.3% | $1,039-70.5% | $2,755-88.9% |
| Participant deferral / active EE | $314 | $1,226-74.4% | $1,952-83.9% | $4,296-92.7% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |