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 | $7,255 | $67,823-89.3% | $52,425-86.2% | $137,256-94.7% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 27.32% | 219.11%-191.8pp | 302.12%-274.8pp | 220.34%-193.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,102 | $2,288-8.1% | $1,790+17.4% | $6,407-67.2% |
| Admin fee / account holder | $155 | $2,844-94.5% | $2,495-93.8% | $12,270-98.7% |