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 8-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 | $118,535 | $150,440-21.2% | $136,294-13.0% | $147,584-19.7% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 21.19% | 1049.08%-1027.9pp | 5155.94%-5134.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,730 | $5,256-67.1% | $4,695-63.2% | $4,876-64.5% |
| Participant deferral / active EE | $3,899 | $6,630-41.2% | $6,247-37.6% | $5,439-28.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |