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 | $2,712 | $74,888-96.4% | $71,209-96.2% | $142,382-98.1% |
| Participation rate | 69.6% | 76.2%-6.7pp | 73.8%-4.2pp | 80.1%-10.6pp |
| Annual return | 86.09% | 345.14%-259.1pp | 282.51%-196.4pp | 217.08%-131.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,372 | $4,454-69.2% | $4,175-67.1% | $6,507-78.9% |
| Admin fee / account holder | $253 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |