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 | $2,842 | $30,400-90.7% | $53,898-94.7% | $84,808-96.6% |
| Participation rate | 64.6% | 46.4%+18.1pp | 55.0%+9.6pp | 68.3%-3.8pp |
| Annual return | 15.44% | 500.19%-484.7pp | 528.60%-513.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $178 | $603-70.4% | $932-80.9% | $2,631-93.2% |
| Participant deferral / active EE | $283 | $1,199-76.4% | $1,826-84.5% | $4,212-93.3% |
| Admin fee / account holder | $109 | $1,993-94.5% | $2,491-95.6% | $7,344-98.5% |