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 | $70,606-89.7% | $53,898-86.5% | $142,382-94.9% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 27.32% | 619.81%-592.5pp | 528.60%-501.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,102 | $2,364-11.1% | $1,826+15.1% | $6,507-67.7% |
| Admin fee / account holder | $155 | $2,852-94.6% | $2,491-93.8% | $12,624-98.8% |