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 5-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 | $19,871 | $88,751-77.6% | $81,812-75.7% | $145,922-86.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 467.21% | 1025.40%-558.2pp | 773.79%-306.6pp | 561.29%-94.1pp |
| Employer contribution / active EE | $583 | $3,083-81.1% | $2,912-80.0% | $4,660-87.5% |
| Participant deferral / active EE | $690 | $4,643-85.1% | $4,319-84.0% | $6,688-89.7% |
| Admin fee / account holder | $65 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |