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 | $6,251 | $81,625-92.3% | $58,482-89.3% | $139,434-95.5% |
| Participation rate | 31.3% | 61.3%-30.1pp | 50.9%-19.6pp | 80.3%-49.1pp |
| Annual return | 16.37% | 7404.20%-7387.8pp | 4239.32%-4223.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $404 | $2,557-84.2% | $1,924-79.0% | $6,710-94.0% |
| Admin fee / account holder | $65 | $3,265-98.0% | $2,516-97.4% | $11,403-99.4% |