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 | $30,414 | $81,625-62.7% | $58,482-48.0% | $139,434-78.2% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 32.82% | 7404.20%-7371.4pp | 4239.32%-4206.5pp | 372.94%-340.1pp |
| Employer contribution / active EE | $711 | $1,398-49.2% | $1,053-32.5% | $4,751-85.0% |
| Participant deferral / active EE | $3,601 | $2,557+40.8% | $1,924+87.2% | $6,710-46.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |