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 5-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 | $8,699 | $81,625-89.3% | $58,482-85.1% | $139,434-93.8% |
| Participation rate | 18.2% | 61.3%-43.1pp | 50.9%-32.7pp | 80.3%-62.1pp |
| Annual return | 29.49% | 7404.20%-7374.7pp | 4239.32%-4209.8pp | 372.94%-343.5pp |
| Employer contribution / active EE | $259 | $1,398-81.5% | $1,053-75.4% | $4,751-94.6% |
| Participant deferral / active EE | $333 | $2,557-87.0% | $1,924-82.7% | $6,710-95.0% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |