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 | $85,256 | $84,695+0.7% | $73,843+15.5% | $125,391-32.0% |
| Participation rate | 53.8% | 76.8%-22.9pp | 73.4%-19.6pp | 83.2%-29.3pp |
| Annual return | 4.18% | 3123.53%-3119.3pp | 2267.84%-2263.7pp | 282.22%-278.0pp |
| Employer contribution / active EE | $332 | $3,123-89.4% | $2,787-88.1% | $4,866-93.2% |
| Participant deferral / active EE | $948 | $3,992-76.2% | $3,583-73.5% | $5,352-82.3% |
| Admin fee / account holder | -$1,543 | $5,691-127.1% | $4,880-131.6% | $9,540-116.2% |