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 | $6,752 | $76,785-91.2% | $56,441-88.0% | $145,959-95.4% |
| Participation rate | 15.4% | 63.2%-47.9pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 25.38% | 3000.51%-2975.1pp | 1704.21%-1678.8pp | 561.95%-536.6pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $501 | $2,624-80.9% | $1,953-74.3% | $6,689-92.5% |
| Admin fee / account holder | $21 | $3,334-99.4% | $2,829-99.3% | $13,398-99.8% |