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 | $3,743 | $70,606-94.7% | $53,898-93.1% | $142,382-97.4% |
| Participation rate | 69.2% | 63.7%+5.5pp | 55.0%+14.3pp | 80.1%-10.9pp |
| Annual return | 23.54% | 619.81%-596.3pp | 528.60%-505.1pp | 217.08%-193.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $939 | $2,364-60.3% | $1,826-48.6% | $6,507-85.6% |
| Admin fee / account holder | $29 | $2,852-99.0% | $2,491-98.8% | $12,624-99.8% |