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 | $6,524 | $70,606-90.8% | $53,898-87.9% | $142,382-95.4% |
| Participation rate | 16.7% | 63.7%-47.0pp | 55.0%-38.3pp | 80.1%-63.5pp |
| Annual return | 31.55% | 619.81%-588.3pp | 528.60%-497.1pp | 217.08%-185.5pp |
| Employer contribution / active EE | $223 | $1,202-81.5% | $932-76.1% | $4,299-94.8% |
| Participant deferral / active EE | $235 | $2,364-90.1% | $1,826-87.1% | $6,507-96.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |