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 | $1,564 | $30,400-94.9% | $53,898-97.1% | $84,808-98.2% |
| Participation rate | 67.9% | 46.4%+21.4pp | 55.0%+12.9pp | 68.3%-0.5pp |
| Annual return | 36.54% | 500.19%-463.6pp | 528.60%-492.1pp | 40.90%-4.4pp |
| Employer contribution / active EE | $261 | $603-56.7% | $932-72.0% | $2,631-90.1% |
| Participant deferral / active EE | $369 | $1,199-69.2% | $1,826-79.8% | $4,212-91.2% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |