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 3-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 | $16,594 | $70,756-76.5% | $65,493-74.7% | $142,382-88.3% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 25.03% | 1754.89%-1729.9pp | 982.45%-957.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $778 | $2,881-73.0% | $2,574-69.8% | $4,299-81.9% |
| Participant deferral / active EE | $1,238 | $4,637-73.3% | $3,961-68.7% | $6,507-81.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |