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 8-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 | $10,977 | $104,106-89.5% | $71,086-84.6% | $135,375-91.9% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $412 | $1,485-72.3% | $1,088-62.2% | $4,779-91.4% |
| Participant deferral / active EE | $3,528 | $2,527+39.6% | $1,874+88.2% | $5,609-37.1% |
| Admin fee / account holder | $22 | $4,142-99.5% | $3,082-99.3% | $10,827-99.8% |