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 | $3,482 | $29,319-88.1% | $52,425-93.4% | $82,448-95.8% |
| Participation rate | 60.7% | 46.9%+13.8pp | 55.6%+5.0pp | 68.1%-7.4pp |
| Annual return | 22.51% | 535.20%-512.7pp | 302.12%-279.6pp | 41.64%-19.1pp |
| Employer contribution / active EE | $321 | $586-45.3% | $914-64.9% | $2,551-87.4% |
| Participant deferral / active EE | $526 | $1,171-55.1% | $1,790-70.6% | $4,139-87.3% |
| Admin fee / account holder | $32 | $1,962-98.4% | $2,495-98.7% | $7,234-99.6% |