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 | $67,782 | $70,756-4.2% | $65,493+3.5% | $142,382-52.4% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.1%-42.6pp |
| Annual return | 15.50% | 1754.89%-1739.4pp | 982.45%-966.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $365 | $2,881-87.3% | $2,574-85.8% | $4,299-91.5% |
| Participant deferral / active EE | $2,881 | $4,637-37.9% | $3,961-27.3% | $6,507-55.7% |
| Admin fee / account holder | $62 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |