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 | $9,425 | $156,846-94.0% | $121,098-92.2% | $139,434-93.2% |
| Participation rate | 45.5% | 76.4%-31.0pp | 69.5%-24.0pp | 80.3%-34.9pp |
| Annual return | 81.33% | 1474.56%-1393.2pp | 985.75%-904.4pp | 372.94%-291.6pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,615 | $4,844-25.4% | $4,080-11.4% | $6,710-46.1% |
| Admin fee / account holder | $1 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |