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 10-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 | $153,946 | $171,865-10.4% | $149,718+2.8% | $147,584+4.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 18.53% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,812 | $6,275-71.1% | $5,445-66.7% | $4,876-62.9% |
| Participant deferral / active EE | $5,671 | $7,271-22.0% | $6,569-13.7% | $5,439+4.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |