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 | $30,578 | $150,440-79.7% | $136,294-77.6% | $147,584-79.3% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 26.08% | 1049.08%-1023.0pp | 5155.94%-5129.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $2,887 | $5,256-45.1% | $4,695-38.5% | $4,876-40.8% |
| Participant deferral / active EE | $5,238 | $6,630-21.0% | $6,247-16.2% | $5,439-3.7% |
| Admin fee / account holder | $174 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |