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 | $2,799 | $27,915-90.0% | $58,482-95.2% | $75,163-96.3% |
| Participation rate | 69.2% | 38.8%+30.4pp | 50.9%+18.4pp | 67.2%+2.0pp |
| Annual return | 40.05% | 44.20%-4.2pp | 4239.32%-4199.3pp | 160.62%-120.6pp |
| Employer contribution / active EE | $831 | $669+24.3% | $1,053-21.1% | $2,670-68.9% |
| Participant deferral / active EE | $1,122 | $1,201-6.6% | $1,924-41.7% | $4,125-72.8% |
| Admin fee / account holder | $50 | $1,726-97.1% | $2,516-98.0% | $5,651-99.1% |