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 | $1,693 | $29,319-94.2% | $52,425-96.8% | $82,448-97.9% |
| Participation rate | 47.3% | 46.9%+0.4pp | 55.6%-8.3pp | 68.1%-20.8pp |
| Annual return | 22.41% | 535.20%-512.8pp | 302.12%-279.7pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $331 | $1,171-71.8% | $1,790-81.5% | $4,139-92.0% |
| Admin fee / account holder | $265 | $1,962-86.5% | $2,495-89.4% | $7,234-96.3% |