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 3-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 | $9,760 | $29,660-67.1% | $56,411-82.7% | $80,856-87.9% |
| Participation rate | 48.3% | 41.6%+6.6pp | 52.5%-4.2pp | 67.6%-19.4pp |
| Annual return | 97.89% | 35.23%+62.7pp | 1701.33%-1603.4pp | 35.59%+62.3pp |
| Employer contribution / active EE | $704 | $669+5.2% | $1,039-32.2% | $2,755-74.4% |
| Participant deferral / active EE | $3,850 | $1,226+214.0% | $1,952+97.2% | $4,296-10.4% |
| Admin fee / account holder | $219 | $2,428-91.0% | $2,829-92.3% | $6,918-96.8% |