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 9-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 | $33,558 | $99,020-66.1% | $86,590-61.2% | $147,584-77.3% |
| Participation rate | 23.1% | 76.3%-53.3pp | 73.5%-50.5pp | 82.8%-59.8pp |
| Annual return | 41.89% | 1312.34%-1270.4pp | 964.84%-922.9pp | 578.55%-536.7pp |
| Employer contribution / active EE | $481 | $3,132-84.7% | $2,839-83.1% | $4,876-90.1% |
| Participant deferral / active EE | $3,283 | $3,972-17.4% | $3,609-9.0% | $5,439-39.6% |
| Admin fee / account holder | $254 | $5,710-95.6% | $4,906-94.8% | $10,885-97.7% |