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 6-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 | $42,825 | $27,915+53.4% | $58,482-26.8% | $75,163-43.0% |
| Participation rate | 5.7% | 38.8%-33.1pp | 50.9%-45.1pp | 67.2%-61.5pp |
| Annual return | 19.81% | 44.20%-24.4pp | 4239.32%-4219.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $250 | $669-62.6% | $1,053-76.2% | $2,670-90.6% |
| Participant deferral / active EE | $954 | $1,201-20.6% | $1,924-50.4% | $4,125-76.9% |
| Admin fee / account holder | $4 | $1,726-99.8% | $2,516-99.9% | $5,651-99.9% |