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 | $2,680 | $51,638-94.8% | $68,368-96.1% | $82,448-96.7% |
| Participation rate | 69.0% | 63.6%+5.4pp | 73.8%-4.8pp | 68.1%+0.9pp |
| Annual return | 19.58% | 37.53%-17.9pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $508 | $2,914-82.6% | $4,123-87.7% | $4,139-87.7% |
| Admin fee / account holder | $33 | $4,643-99.3% | $5,150-99.4% | $7,234-99.5% |