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 | $74,321 | $76,785-3.2% | $56,441+31.7% | $145,959-49.1% |
| Participation rate | 17.6% | 63.2%-45.6pp | 52.5%-34.8pp | 80.3%-62.6pp |
| Annual return | 14.46% | 3000.51%-2986.1pp | 1704.21%-1689.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $350 | $1,381-74.7% | $1,039-66.3% | $4,661-92.5% |
| Participant deferral / active EE | $2,829 | $2,624+7.8% | $1,953+44.9% | $6,689-57.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |