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 | $35,895 | $70,606-49.2% | $53,898-33.4% | $142,382-74.8% |
| Participation rate | 4.3% | 63.7%-59.4pp | 55.0%-50.6pp | 80.1%-75.8pp |
| Annual return | 26.49% | 619.81%-593.3pp | 528.60%-502.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $126 | $1,202-89.6% | $932-86.5% | $4,299-97.1% |
| Participant deferral / active EE | $265 | $2,364-88.8% | $1,826-85.5% | $6,507-95.9% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |