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 5-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 | $42,990 | $156,846-72.6% | $121,098-64.5% | $139,434-69.2% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 52.63% | 1474.56%-1421.9pp | 985.75%-933.1pp | 372.94%-320.3pp |
| Employer contribution / active EE | $2,344 | $5,536-57.7% | $4,164-43.7% | $4,751-50.7% |
| Participant deferral / active EE | $10,241 | $4,844+111.4% | $4,080+151.0% | $6,710+52.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |