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 5-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 | $4,676 | $72,071-93.5% | $68,368-93.2% | $137,256-96.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 98.49% | 353.14%-254.7pp | 292.57%-194.1pp | 220.34%-121.8pp |
| Employer contribution / active EE | $1,025 | $2,788-63.2% | $2,649-61.3% | $4,156-75.3% |
| Participant deferral / active EE | $1,759 | $4,410-60.1% | $4,123-57.3% | $6,407-72.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |