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 | $3,040 | $29,660-89.7% | $56,411-94.6% | $80,856-96.2% |
| Participation rate | 65.5% | 41.6%+23.8pp | 52.5%+13.0pp | 67.6%-2.2pp |
| Annual return | 11.24% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $278 | $669-58.4% | $1,039-73.2% | $2,755-89.9% |
| Participant deferral / active EE | $537 | $1,226-56.2% | $1,952-72.5% | $4,296-87.5% |
| Admin fee / account holder | $35 | $2,428-98.6% | $2,829-98.8% | $6,918-99.5% |