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 | $73,014 | $114,047-36.0% | $96,139-24.1% | $167,490-56.4% |
| Participation rate | 31.3% | 75.1%-43.8pp | 68.4%-37.2pp | 82.1%-50.9pp |
| Annual return | 8.53% | 189.88%-181.3pp | 191.94%-183.4pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,960 | $3,427-42.8% | $2,797-29.9% | $4,837-59.5% |
| Participant deferral / active EE | $3,158 | $5,194-39.2% | $4,349-27.4% | $6,341-50.2% |
| Admin fee / account holder | $16 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |