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 | $69,297 | $150,440-53.9% | $136,294-49.2% | $147,584-53.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.62% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,103 | $5,256-60.0% | $4,695-55.2% | $4,876-56.9% |
| Participant deferral / active EE | $4,011 | $6,630-39.5% | $6,247-35.8% | $5,439-26.2% |
| Admin fee / account holder | $25 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |