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 | $183,018 | $171,865+6.5% | $149,718+22.2% | $147,584+24.0% |
| Participation rate | 63.2% | 88.2%-25.0pp | 87.1%-23.9pp | 82.8%-19.7pp |
| Annual return | 17.39% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,892 | $6,275-69.8% | $5,445-65.2% | $4,876-61.2% |
| Participant deferral / active EE | $4,459 | $7,271-38.7% | $6,569-32.1% | $5,439-18.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |