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 | $1,924 | $27,915-93.1% | $58,482-96.7% | $75,163-97.4% |
| Participation rate | 58.8% | 38.8%+20.0pp | 50.9%+8.0pp | 67.2%-8.4pp |
| Annual return | 48.31% | 44.20%+4.1pp | 4239.32%-4191.0pp | 160.62%-112.3pp |
| Employer contribution / active EE | $420 | $669-37.2% | $1,053-60.1% | $2,670-84.3% |
| Participant deferral / active EE | $488 | $1,201-59.4% | $1,924-74.6% | $4,125-88.2% |
| Admin fee / account holder | $10 | $1,726-99.4% | $2,516-99.6% | $5,651-99.8% |