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 | $7,453 | $81,625-90.9% | $58,482-87.3% | $139,434-94.7% |
| Participation rate | 13.6% | 61.3%-47.7pp | 50.9%-37.2pp | 80.3%-66.7pp |
| Annual return | 27.25% | 7404.20%-7376.9pp | 4239.32%-4212.1pp | 372.94%-345.7pp |
| Employer contribution / active EE | $145 | $1,398-89.6% | $1,053-86.3% | $4,751-97.0% |
| Participant deferral / active EE | $474 | $2,557-81.5% | $1,924-75.4% | $6,710-92.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |