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 3-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 | $3,695 | $70,606-94.8% | $53,898-93.1% | $142,382-97.4% |
| Participation rate | 38.9% | 63.7%-24.8pp | 55.0%-16.1pp | 80.1%-41.2pp |
| Annual return | 31.53% | 619.81%-588.3pp | 528.60%-497.1pp | 217.08%-185.5pp |
| Employer contribution / active EE | $252 | $1,202-79.1% | $932-73.0% | $4,299-94.1% |
| Participant deferral / active EE | $390 | $2,364-83.5% | $1,826-78.6% | $6,507-94.0% |
| Admin fee / account holder | $8 | $2,852-99.7% | $2,491-99.7% | $12,624-99.9% |