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 10-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 | $4,675 | $76,738-93.9% | $56,411-91.7% | $145,922-96.8% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 10.23% | 2994.23%-2984.0pp | 1701.33%-1691.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $64 | $1,380-95.4% | $1,039-93.8% | $4,660-98.6% |
| Participant deferral / active EE | $256 | $2,623-90.2% | $1,952-86.9% | $6,688-96.2% |
| Admin fee / account holder | $21 | $3,334-99.4% | $2,829-99.2% | $13,397-99.8% |