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 | $14,701 | $156,846-90.6% | $121,098-87.9% | $139,434-89.5% |
| Participation rate | 35.7% | 76.4%-40.7pp | 69.5%-33.8pp | 80.3%-44.6pp |
| Annual return | 29.41% | 1474.56%-1445.1pp | 985.75%-956.3pp | 372.94%-343.5pp |
| Employer contribution / active EE | $542 | $5,536-90.2% | $4,164-87.0% | $4,751-88.6% |
| Participant deferral / active EE | $2,193 | $4,844-54.7% | $4,080-46.2% | $6,710-67.3% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |