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 | $3,908 | $81,625-95.2% | $58,482-93.3% | $139,434-97.2% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 617.48% | 7404.20%-6786.7pp | 4239.32%-3621.8pp | 372.94%+244.5pp |
| Employer contribution / active EE | $598 | $1,398-57.2% | $1,053-43.2% | $4,751-87.4% |
| Participant deferral / active EE | $955 | $2,557-62.7% | $1,924-50.4% | $6,710-85.8% |
| Admin fee / account holder | $53 | $3,265-98.4% | $2,516-97.9% | $11,403-99.5% |