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 | $53,288 | $70,606-24.5% | $53,898-1.1% | $142,382-62.6% |
| Participation rate | 5.9% | 63.7%-57.8pp | 55.0%-49.1pp | 80.1%-74.2pp |
| Annual return | 24.43% | 619.81%-595.4pp | 528.60%-504.2pp | 217.08%-192.6pp |
| Employer contribution / active EE | $151 | $1,202-87.4% | $932-83.8% | $4,299-96.5% |
| Participant deferral / active EE | $303 | $2,364-87.2% | $1,826-83.4% | $6,507-95.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |