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 | $12,585 | $70,606-82.2% | $53,898-76.6% | $142,382-91.2% |
| Participation rate | 27.8% | 63.7%-35.9pp | 55.0%-27.2pp | 80.1%-52.3pp |
| Annual return | 24.36% | 619.81%-595.5pp | 528.60%-504.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,546 | $2,364-34.6% | $1,826-15.4% | $6,507-76.2% |
| Admin fee / account holder | $38 | $2,852-98.7% | $2,491-98.5% | $12,624-99.7% |