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 | $67,422 | $70,756-4.7% | $65,493+2.9% | $142,382-52.6% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 19.26% | 1754.89%-1735.6pp | 982.45%-963.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,744 | $4,637+88.6% | $3,961+120.8% | $6,507+34.4% |
| Admin fee / account holder | $27 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |