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 6-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 | $6,794 | $88,751-92.3% | $81,812-91.7% | $145,922-95.3% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.3%-37.0pp | 80.3%-45.0pp |
| Annual return | 13.49% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,250 | $4,643-30.0% | $4,319-24.7% | $6,688-51.4% |
| Admin fee / account holder | $153 | $8,415-98.2% | $7,386-97.9% | $13,397-98.9% |