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 | $178,412 | $150,440+18.6% | $136,294+30.9% | $147,584+20.9% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 20.51% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,386 | $5,256-54.6% | $4,695-49.2% | $4,876-51.1% |
| Participant deferral / active EE | $4,136 | $6,630-37.6% | $6,247-33.8% | $5,439-23.9% |
| Admin fee / account holder | $131 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |