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 8-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 | $10,170 | $81,625-87.5% | $58,482-82.6% | $139,434-92.7% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 28.48% | 7404.20%-7375.7pp | 4239.32%-4210.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $89 | $1,398-93.7% | $1,053-91.6% | $4,751-98.1% |
| Participant deferral / active EE | $444 | $2,557-82.6% | $1,924-76.9% | $6,710-93.4% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |