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 | $44,359 | $102,604-56.8% | $86,188-48.5% | $139,434-68.2% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 26.30% | 1922.51%-1896.2pp | 1168.45%-1142.1pp | 372.94%-346.6pp |
| Employer contribution / active EE | $6,987 | $3,032+130.4% | $2,380+193.5% | $4,751+47.1% |
| Participant deferral / active EE | $3,176 | $4,676-32.1% | $3,985-20.3% | $6,710-52.7% |
| Admin fee / account holder | $129 | $8,657-98.5% | $6,852-98.1% | $11,403-98.9% |