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 | $49,228 | $70,606-30.3% | $53,898-8.7% | $142,382-65.4% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 24.67% | 619.81%-595.1pp | 528.60%-503.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,857 | $1,202+137.6% | $932+206.5% | $4,299-33.6% |
| Participant deferral / active EE | $7,544 | $2,364+219.1% | $1,826+313.1% | $6,507+15.9% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |