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 | $30,400-94.4% | $53,898-96.9% | $84,808-98.0% |
| Participation rate | 47.3% | 46.4%+0.9pp | 55.0%-7.7pp | 68.3%-21.0pp |
| Annual return | 22.41% | 500.19%-477.8pp | 528.60%-506.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $331 | $1,199-72.4% | $1,826-81.9% | $4,212-92.1% |
| Admin fee / account holder | $265 | $1,993-86.7% | $2,491-89.4% | $7,344-96.4% |