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 9-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 | $55,923 | $76,785-27.2% | $56,441-0.9% | $145,959-61.7% |
| Participation rate | 14.3% | 63.2%-49.0pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 18.01% | 3000.51%-2982.5pp | 1704.21%-1686.2pp | 561.95%-543.9pp |
| Employer contribution / active EE | $391 | $1,381-71.7% | $1,039-62.4% | $4,661-91.6% |
| Participant deferral / active EE | $648 | $2,624-75.3% | $1,953-66.8% | $6,689-90.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |