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 | $2,260 | $30,400-92.6% | $53,898-95.8% | $84,808-97.3% |
| Participation rate | 67.9% | 46.4%+21.4pp | 55.0%+12.9pp | 68.3%-0.5pp |
| Annual return | 27.35% | 500.19%-472.8pp | 528.60%-501.3pp | 40.90%-13.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $515 | $1,199-57.0% | $1,826-71.8% | $4,212-87.8% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |