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 | $61,128 | $102,604-40.4% | $86,188-29.1% | $139,434-56.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 298.34% | 1922.51%-1624.2pp | 1168.45%-870.1pp | 372.94%-74.6pp |
| Employer contribution / active EE | $7,873 | $3,032+159.6% | $2,380+230.8% | $4,751+65.7% |
| Participant deferral / active EE | $2,930 | $4,676-37.3% | $3,985-26.5% | $6,710-56.3% |
| Admin fee / account holder | $17 | $8,657-99.8% | $6,852-99.8% | $11,403-99.9% |