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 | $5,216 | $70,606-92.6% | $53,898-90.3% | $142,382-96.3% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 28.22% | 619.81%-591.6pp | 528.60%-500.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $440 | $1,202-63.4% | $932-52.8% | $4,299-89.8% |
| Participant deferral / active EE | $531 | $2,364-77.6% | $1,826-70.9% | $6,507-91.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |