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 | $19,874 | $76,738-74.1% | $56,411-64.8% | $145,922-86.4% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.6pp | 80.3%-59.4pp |
| Annual return | 15.60% | 2994.23%-2978.6pp | 1701.33%-1685.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $571 | $1,380-58.6% | $1,039-45.0% | $4,660-87.7% |
| Participant deferral / active EE | $2,044 | $2,623-22.0% | $1,952+4.7% | $6,688-69.4% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |