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 | $13,845 | $30,400-54.5% | $53,898-74.3% | $84,808-83.7% |
| Participation rate | 25.8% | 46.4%-20.6pp | 55.0%-29.2pp | 68.3%-42.5pp |
| Annual return | 85.15% | 500.19%-415.0pp | 528.60%-443.5pp | 40.90%+44.3pp |
| Employer contribution / active EE | $200 | $603-66.8% | $932-78.5% | $2,631-92.4% |
| Participant deferral / active EE | $1,006 | $1,199-16.1% | $1,826-44.9% | $4,212-76.1% |
| Admin fee / account holder | $180 | $1,993-91.0% | $2,491-92.8% | $7,344-97.6% |