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 | $6,595 | $81,625-91.9% | $58,482-88.7% | $139,434-95.3% |
| Participation rate | 23.1% | 61.3%-38.3pp | 50.9%-27.8pp | 80.3%-57.2pp |
| Annual return | 65.68% | 7404.20%-7338.5pp | 4239.32%-4173.6pp | 372.94%-307.3pp |
| Employer contribution / active EE | $759 | $1,398-45.7% | $1,053-27.9% | $4,751-84.0% |
| Participant deferral / active EE | $865 | $2,557-66.2% | $1,924-55.0% | $6,710-87.1% |
| Admin fee / account holder | $31 | $3,265-99.0% | $2,516-98.8% | $11,403-99.7% |