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 6-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 | $1,884 | $29,660-93.6% | $56,411-96.7% | $80,856-97.7% |
| Participation rate | 57.4% | 41.6%+15.7pp | 52.5%+4.9pp | 67.6%-10.3pp |
| Annual return | 16.94% | 35.23%-18.3pp | 1701.33%-1684.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $388 | $1,226-68.4% | $1,952-80.1% | $4,296-91.0% |
| Admin fee / account holder | $1 | $2,428-99.9% | $2,829-99.9% | $6,918-100.0% |