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 | $202,710 | $180,749+12.2% | $160,784+26.1% | $137,256+47.7% |
| Participation rate | 35.7% | 80.0%-44.3pp | 77.0%-41.2pp | 80.0%-44.2pp |
| Annual return | 13.08% | 2234.46%-2221.4pp | 1803.92%-1790.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,608 | $6,844-76.5% | $6,293-74.4% | $6,407-74.9% |
| Admin fee / account holder | $50 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |