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 5-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 | $50,431 | $96,305-47.6% | $80,569-37.4% | $139,434-63.8% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.1pp | 80.3%-37.5pp |
| Annual return | 35.60% | 1350.08%-1314.5pp | 935.43%-899.8pp | 372.94%-337.3pp |
| Employer contribution / active EE | $425 | $3,262-87.0% | $2,723-84.4% | $4,751-91.1% |
| Participant deferral / active EE | $5,989 | $5,232+14.5% | $4,447+34.7% | $6,710-10.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |