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 6-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 | $34,135 | $96,305-64.6% | $80,569-57.6% | $139,434-75.5% |
| Participation rate | 69.6% | 73.6%-4.1pp | 67.0%+2.6pp | 80.3%-10.8pp |
| Annual return | 25.55% | 1350.08%-1324.5pp | 935.43%-909.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $8,311 | $3,262+154.8% | $2,723+205.1% | $4,751+74.9% |
| Participant deferral / active EE | $6,122 | $5,232+17.0% | $4,447+37.6% | $6,710-8.8% |
| Admin fee / account holder | $23 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |