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 | $1,609 | $81,625-98.0% | $58,482-97.2% | $139,434-98.8% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 32.17% | 7404.20%-7372.0pp | 4239.32%-4207.1pp | 372.94%-340.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $753 | $2,557-70.6% | $1,924-60.9% | $6,710-88.8% |
| Admin fee / account holder | $75 | $3,265-97.7% | $2,516-97.0% | $11,403-99.3% |