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 | $1,728 | $81,625-97.9% | $58,482-97.0% | $139,434-98.8% |
| Participation rate | 63.6% | 61.3%+2.3pp | 50.9%+12.8pp | 80.3%-16.7pp |
| Annual return | 45.98% | 7404.20%-7358.2pp | 4239.32%-4193.3pp | 372.94%-327.0pp |
| Employer contribution / active EE | $327 | $1,398-76.6% | $1,053-69.0% | $4,751-93.1% |
| Participant deferral / active EE | $640 | $2,557-74.9% | $1,924-66.7% | $6,710-90.5% |
| Admin fee / account holder | $97 | $3,265-97.0% | $2,516-96.2% | $11,403-99.2% |