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 | $77,403 | $150,440-48.5% | $136,294-43.2% | $147,584-47.6% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 11.51% | 1049.08%-1037.6pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $4,805 | $5,256-8.6% | $4,695+2.3% | $4,876-1.5% |
| Participant deferral / active EE | $3,830 | $6,630-42.2% | $6,247-38.7% | $5,439-29.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |