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 | $6,470 | $27,915-76.8% | $58,482-88.9% | $75,163-91.4% |
| Participation rate | 43.8% | 38.8%+4.9pp | 50.9%-7.1pp | 67.2%-23.4pp |
| Annual return | 55.27% | 44.20%+11.1pp | 4239.32%-4184.0pp | 160.62%-105.3pp |
| Employer contribution / active EE | $1,000 | $669+49.4% | $1,053-5.1% | $2,670-62.6% |
| Participant deferral / active EE | $1,441 | $1,201+20.0% | $1,924-25.1% | $4,125-65.1% |
| Admin fee / account holder | $11 | $1,726-99.4% | $2,516-99.6% | $5,651-99.8% |