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 | $1,579 | $81,625-98.1% | $58,482-97.3% | $139,434-98.9% |
| Participation rate | 68.4% | 61.3%+7.1pp | 50.9%+17.6pp | 80.3%-11.9pp |
| Annual return | 27.61% | 7404.20%-7376.6pp | 4239.32%-4211.7pp | 372.94%-345.3pp |
| Employer contribution / active EE | $249 | $1,398-82.2% | $1,053-76.4% | $4,751-94.8% |
| Participant deferral / active EE | $273 | $2,557-89.3% | $1,924-85.8% | $6,710-95.9% |
| Admin fee / account holder | $18 | $3,265-99.4% | $2,516-99.3% | $11,403-99.8% |