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 | $43,257 | $76,738-43.6% | $56,411-23.3% | $145,922-70.4% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.0pp | 80.3%-58.8pp |
| Annual return | 24.69% | 2994.23%-2969.5pp | 1701.33%-1676.6pp | 561.29%-536.6pp |
| Employer contribution / active EE | $556 | $1,380-59.7% | $1,039-46.4% | $4,660-88.1% |
| Participant deferral / active EE | $3,495 | $2,623+33.3% | $1,952+79.1% | $6,688-47.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |