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 | $1,768 | $29,319-94.0% | $52,425-96.6% | $82,448-97.9% |
| Participation rate | 61.1% | 46.9%+14.3pp | 55.6%+5.5pp | 68.1%-7.0pp |
| Annual return | 17.73% | 535.20%-517.5pp | 302.12%-284.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $358 | $1,171-69.4% | $1,790-80.0% | $4,139-91.3% |
| Admin fee / account holder | $190 | $1,962-90.3% | $2,495-92.4% | $7,234-97.4% |