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 4-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 | $2,977 | $81,625-96.4% | $58,482-94.9% | $139,434-97.9% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 39.51% | 7404.20%-7364.7pp | 4239.32%-4199.8pp | 372.94%-333.4pp |
| Employer contribution / active EE | $154 | $1,398-89.0% | $1,053-85.4% | $4,751-96.8% |
| Participant deferral / active EE | $373 | $2,557-85.4% | $1,924-80.6% | $6,710-94.4% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |