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 | $3,351 | $31,310-89.3% | $53,898-93.8% | $74,304-95.5% |
| Participation rate | 14.9% | 30.7%-15.8pp | 55.0%-40.1pp | 60.3%-45.5pp |
| Annual return | 43.43% | 23.16%+20.3pp | 528.60%-485.2pp | 29.43%+14.0pp |
| Employer contribution / active EE | $144 | $450-67.9% | $932-84.5% | $2,241-93.6% |
| Participant deferral / active EE | $215 | $934-77.0% | $1,826-88.2% | $3,767-94.3% |
| Admin fee / account holder | $34 | $2,175-98.4% | $2,491-98.6% | $2,969-98.9% |