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 | $2,232 | $67,823-96.7% | $52,425-95.7% | $137,256-98.4% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 28.62% | 219.11%-190.5pp | 302.12%-273.5pp | 220.34%-191.7pp |
| Employer contribution / active EE | $400 | $1,163-65.6% | $914-56.3% | $4,156-90.4% |
| Participant deferral / active EE | $411 | $2,288-82.0% | $1,790-77.0% | $6,407-93.6% |
| Admin fee / account holder | $85 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |