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 | $2,786 | $27,915-90.0% | $58,482-95.2% | $75,163-96.3% |
| Participation rate | 63.0% | 38.8%+24.2pp | 50.9%+12.2pp | 67.2%-4.1pp |
| Annual return | 39.49% | 44.20%-4.7pp | 4239.32%-4199.8pp | 160.62%-121.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,532 | $1,201+27.5% | $1,924-20.4% | $4,125-62.9% |
| Admin fee / account holder | $137 | $1,726-92.1% | $2,516-94.6% | $5,651-97.6% |