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 | $39,262 | $102,604-61.7% | $86,188-54.4% | $139,434-71.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 36.12% | 1922.51%-1886.4pp | 1168.45%-1132.3pp | 372.94%-336.8pp |
| Employer contribution / active EE | $1,476 | $3,032-51.3% | $2,380-38.0% | $4,751-68.9% |
| Participant deferral / active EE | $11,340 | $4,676+142.5% | $3,985+184.5% | $6,710+69.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |