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 | $14,740 | $102,604-85.6% | $86,188-82.9% | $139,434-89.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.0%-69.0pp | 80.3%-80.3pp |
| Annual return | 104.78% | 1922.51%-1817.7pp | 1168.45%-1063.7pp | 372.94%-268.2pp |
| Employer contribution / active EE | $6,077 | $3,032+100.4% | $2,380+155.3% | $4,751+27.9% |
| Participant deferral / active EE | $23,732 | $4,676+407.6% | $3,985+495.5% | $6,710+253.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |