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 | $2,840 | $27,915-89.8% | $58,482-95.1% | $75,163-96.2% |
| Participation rate | 34.6% | 38.8%-4.2pp | 50.9%-16.2pp | 67.2%-32.6pp |
| Annual return | 28.03% | 44.20%-16.2pp | 4239.32%-4211.3pp | 160.62%-132.6pp |
| Employer contribution / active EE | $308 | $669-53.9% | $1,053-70.7% | $2,670-88.4% |
| Participant deferral / active EE | $313 | $1,201-74.0% | $1,924-83.7% | $4,125-92.4% |
| Admin fee / account holder | $173 | $1,726-90.0% | $2,516-93.1% | $5,651-96.9% |