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 | $3,156 | $27,915-88.7% | $58,482-94.6% | $75,163-95.8% |
| Participation rate | 48.1% | 38.8%+9.3pp | 50.9%-2.7pp | 67.2%-19.0pp |
| Annual return | 43.39% | 44.20%-0.8pp | 4239.32%-4195.9pp | 160.62%-117.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,206 | $1,201+0.4% | $1,924-37.3% | $4,125-70.8% |
| Admin fee / account holder | $142 | $1,726-91.8% | $2,516-94.3% | $5,651-97.5% |