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 | $2,771 | $30,400-90.9% | $53,898-94.9% | $84,808-96.7% |
| Participation rate | 48.1% | 46.4%+1.7pp | 55.0%-6.8pp | 68.3%-20.2pp |
| Annual return | 23.56% | 500.19%-476.6pp | 528.60%-505.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $406 | $1,199-66.2% | $1,826-77.8% | $4,212-90.4% |
| Admin fee / account holder | $54 | $1,993-97.3% | $2,491-97.8% | $7,344-99.3% |