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 | $53,773 | $76,738-29.9% | $56,411-4.7% | $145,922-63.1% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 26.51% | 2994.23%-2967.7pp | 1701.33%-1674.8pp | 561.29%-534.8pp |
| Employer contribution / active EE | $563 | $1,380-59.2% | $1,039-45.8% | $4,660-87.9% |
| Participant deferral / active EE | $3,807 | $2,623+45.2% | $1,952+95.0% | $6,688-43.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |