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 5-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 | $6,752 | $27,915-75.8% | $58,482-88.5% | $75,163-91.0% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 27.59% | 44.20%-16.6pp | 4239.32%-4211.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $2,438 | $669+264.3% | $1,053+131.4% | $2,670-8.7% |
| Participant deferral / active EE | $970 | $1,201-19.3% | $1,924-49.6% | $4,125-76.5% |
| Admin fee / account holder | $24 | $1,726-98.6% | $2,516-99.1% | $5,651-99.6% |