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 | $23,481 | $111,724-79.0% | $93,606-74.9% | $145,922-83.9% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 44.17% | 202.98%-158.8pp | 133.20%-89.0pp | 561.29%-517.1pp |
| Employer contribution / active EE | $1,222 | $3,090-60.4% | $2,420-49.5% | $4,660-73.8% |
| Participant deferral / active EE | $3,557 | $4,912-27.6% | $4,411-19.4% | $6,688-46.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |