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 | $2,262 | $70,606-96.8% | $53,898-95.8% | $142,382-98.4% |
| Participation rate | 61.9% | 63.7%-1.8pp | 55.0%+6.9pp | 80.1%-18.2pp |
| Annual return | 37.37% | 619.81%-582.4pp | 528.60%-491.2pp | 217.08%-179.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,170 | $2,364-50.5% | $1,826-35.9% | $6,507-82.0% |
| Admin fee / account holder | $112 | $2,852-96.1% | $2,491-95.5% | $12,624-99.1% |