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 | $10,141 | $68,097-85.1% | $62,929-83.9% | $137,256-92.6% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 82.61% | 1859.11%-1776.5pp | 1063.93%-981.3pp | 220.34%-137.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,765 | $4,553-39.3% | $3,888-28.9% | $6,407-56.8% |
| Admin fee / account holder | $22 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |