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 | $21,696 | $76,785-71.7% | $56,441-61.6% | $145,959-85.1% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 9.28% | 3000.51%-2991.2pp | 1704.21%-1694.9pp | 561.95%-552.7pp |
| Employer contribution / active EE | $325 | $1,381-76.4% | $1,039-68.7% | $4,661-93.0% |
| Participant deferral / active EE | $896 | $2,624-65.8% | $1,953-54.1% | $6,689-86.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |