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 | $76,738-27.1% | $56,411-0.9% | $145,922-61.7% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 18.01% | 2994.23%-2976.2pp | 1701.33%-1683.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $391 | $1,380-71.6% | $1,039-62.3% | $4,660-91.6% |
| Participant deferral / active EE | $648 | $2,623-75.3% | $1,952-66.8% | $6,688-90.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |