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 | $1,504 | $76,738-98.0% | $56,411-97.3% | $145,922-99.0% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.9pp | 80.3%-26.9pp |
| Annual return | 15.63% | 2994.23%-2978.6pp | 1701.33%-1685.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $521 | $2,623-80.1% | $1,952-73.3% | $6,688-92.2% |
| Admin fee / account holder | $187 | $3,334-94.4% | $2,829-93.4% | $13,397-98.6% |