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 | $2,466 | $30,400-91.9% | $53,898-95.4% | $84,808-97.1% |
| Participation rate | 47.7% | 46.4%+1.3pp | 55.0%-7.2pp | 68.3%-20.6pp |
| Annual return | 25.00% | 500.19%-475.2pp | 528.60%-503.6pp | 40.90%-15.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $532 | $1,199-55.6% | $1,826-70.9% | $4,212-87.4% |
| Admin fee / account holder | $101 | $1,993-95.0% | $2,491-96.0% | $7,344-98.6% |