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 | $63,243 | $70,756-10.6% | $65,493-3.4% | $142,382-55.6% |
| Participation rate | 55.6% | 77.4%-21.8pp | 73.1%-17.5pp | 80.1%-24.6pp |
| Annual return | 55.57% | 1754.89%-1699.3pp | 982.45%-926.9pp | 217.08%-161.5pp |
| Employer contribution / active EE | $1,957 | $2,881-32.0% | $2,574-24.0% | $4,299-54.5% |
| Participant deferral / active EE | $6,629 | $4,637+43.0% | $3,961+67.4% | $6,507+1.9% |
| Admin fee / account holder | $104 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |