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 | $73,281 | $76,738-4.5% | $56,411+29.9% | $145,922-49.8% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.2pp | 80.3%-58.1pp |
| Annual return | 22.25% | 2994.23%-2972.0pp | 1701.33%-1679.1pp | 561.29%-539.0pp |
| Employer contribution / active EE | $200 | $1,380-85.5% | $1,039-80.7% | $4,660-95.7% |
| Participant deferral / active EE | $5,000 | $2,623+90.7% | $1,952+156.2% | $6,688-25.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |