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 | $6,798 | $30,400-77.6% | $53,898-87.4% | $84,808-92.0% |
| Participation rate | 46.9% | 46.4%+0.4pp | 55.0%-8.1pp | 68.3%-21.4pp |
| Annual return | 30.22% | 500.19%-470.0pp | 528.60%-498.4pp | 40.90%-10.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,237 | $1,199+3.2% | $1,826-32.2% | $4,212-70.6% |
| Admin fee / account holder | $5 | $1,993-99.8% | $2,491-99.8% | $7,344-99.9% |