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 | $3,718 | $29,667-87.5% | $56,441-93.4% | $80,874-95.4% |
| Participation rate | 58.1% | 41.7%+16.4pp | 52.5%+5.6pp | 67.6%-9.6pp |
| Annual return | 14.84% | 35.22%-20.4pp | 1704.21%-1689.4pp | 35.62%-20.8pp |
| Employer contribution / active EE | $310 | $669-53.7% | $1,039-70.1% | $2,756-88.7% |
| Participant deferral / active EE | $822 | $1,227-33.0% | $1,953-57.9% | $4,297-80.9% |
| Admin fee / account holder | $238 | $2,429-90.2% | $2,829-91.6% | $6,935-96.6% |