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 | $136,788 | $171,865-20.4% | $149,718-8.6% | $147,584-7.3% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 16.90% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,981 | $6,275-68.4% | $5,445-63.6% | $4,876-59.4% |
| Participant deferral / active EE | $7,939 | $7,271+9.2% | $6,569+20.9% | $5,439+46.0% |
| Admin fee / account holder | $45 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |