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 | $8,141 | $27,915-70.8% | $58,482-86.1% | $75,163-89.2% |
| Participation rate | 5.1% | 38.8%-33.7pp | 50.9%-45.7pp | 67.2%-62.1pp |
| Annual return | 174.92% | 44.20%+130.7pp | 4239.32%-4064.4pp | 160.62%+14.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $364 | $1,201-69.7% | $1,924-81.1% | $4,125-91.2% |
| Admin fee / account holder | $37 | $1,726-97.9% | $2,516-98.5% | $5,651-99.3% |