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 5-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 | $3,762 | $27,915-86.5% | $58,482-93.6% | $75,163-95.0% |
| Participation rate | 60.9% | 38.8%+22.0pp | 50.9%+10.0pp | 67.2%-6.3pp |
| Annual return | 35.65% | 44.20%-8.6pp | 4239.32%-4203.7pp | 160.62%-125.0pp |
| Employer contribution / active EE | $830 | $669+24.0% | $1,053-21.2% | $2,670-68.9% |
| Participant deferral / active EE | $1,285 | $1,201+7.0% | $1,924-33.2% | $4,125-68.8% |
| Admin fee / account holder | $166 | $1,726-90.4% | $2,516-93.4% | $5,651-97.1% |