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 3-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 | $4,864 | $88,751-94.5% | $81,812-94.1% | $145,922-96.7% |
| Participation rate | 69.6% | 75.0%-5.5pp | 72.3%-2.8pp | 80.3%-10.7pp |
| Annual return | 46.90% | 1025.40%-978.5pp | 773.79%-726.9pp | 561.29%-514.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,375 | $4,643-27.3% | $4,319-21.8% | $6,688-49.5% |
| Admin fee / account holder | $33 | $8,415-99.6% | $7,386-99.5% | $13,397-99.8% |