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 8-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 | $25,631 | $107,015-76.0% | $73,545-65.1% | $147,584-82.6% |
| Participation rate | 10.5% | 66.4%-55.9pp | 54.9%-44.4pp | 82.8%-72.3pp |
| Annual return | 12049.33% | 38.25%+12011.1pp | -15.16%+12064.5pp | 578.55%+11470.8pp |
| Employer contribution / active EE | $186 | $1,760-89.4% | $1,219-84.8% | $4,876-96.2% |
| Participant deferral / active EE | $607 | $2,462-75.4% | $1,806-66.4% | $5,439-88.8% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |