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 | $5,362 | $70,606-92.4% | $53,898-90.1% | $142,382-96.2% |
| Participation rate | 64.3% | 63.7%+0.6pp | 55.0%+9.3pp | 80.1%-15.8pp |
| Annual return | 17.98% | 619.81%-601.8pp | 528.60%-510.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $340 | $1,202-71.7% | $932-63.6% | $4,299-92.1% |
| Participant deferral / active EE | $446 | $2,364-81.1% | $1,826-75.6% | $6,507-93.1% |
| Admin fee / account holder | $59 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |