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 | $13,215 | $81,625-83.8% | $58,482-77.4% | $139,434-90.5% |
| Participation rate | 45.0% | 61.3%-16.3pp | 50.9%-5.9pp | 80.3%-35.3pp |
| Annual return | 170.84% | 7404.20%-7233.4pp | 4239.32%-4068.5pp | 372.94%-202.1pp |
| Employer contribution / active EE | $732 | $1,398-47.7% | $1,053-30.5% | $4,751-84.6% |
| Participant deferral / active EE | $1,921 | $2,557-24.9% | $1,924-0.1% | $6,710-71.4% |
| Admin fee / account holder | $259 | $3,265-92.1% | $2,516-89.7% | $11,403-97.7% |