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 | $2,830 | $30,400-90.7% | $53,898-94.7% | $84,808-96.7% |
| Participation rate | 35.2% | 46.4%-11.3pp | 55.0%-19.8pp | 68.3%-33.1pp |
| Annual return | 28.04% | 500.19%-472.1pp | 528.60%-500.6pp | 40.90%-12.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $443 | $1,199-63.0% | $1,826-75.7% | $4,212-89.5% |
| Admin fee / account holder | $29 | $1,993-98.5% | $2,491-98.8% | $7,344-99.6% |