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 | $3,765 | $29,660-87.3% | $56,411-93.3% | $80,856-95.3% |
| Participation rate | 43.3% | 41.6%+1.7pp | 52.5%-9.1pp | 67.6%-24.3pp |
| Annual return | 12.53% | 35.23%-22.7pp | 1701.33%-1688.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $270 | $669-59.6% | $1,039-74.0% | $2,755-90.2% |
| Participant deferral / active EE | $274 | $1,226-77.7% | $1,952-86.0% | $4,296-93.6% |
| Admin fee / account holder | $215 | $2,428-91.1% | $2,829-92.4% | $6,918-96.9% |