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 | $4,461 | $76,738-94.2% | $56,411-92.1% | $145,922-96.9% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.8pp | 80.3%-11.0pp |
| Annual return | 12.73% | 2994.23%-2981.5pp | 1701.33%-1688.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $484 | $1,380-64.9% | $1,039-53.4% | $4,660-89.6% |
| Participant deferral / active EE | $484 | $2,623-81.5% | $1,952-75.2% | $6,688-92.8% |
| Admin fee / account holder | $32 | $3,334-99.0% | $2,829-98.9% | $13,397-99.8% |