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 | $57,323 | $198,466-71.1% | $170,442-66.4% | $147,584-61.2% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 2007.75% | 257.29%+1750.5pp | 205.93%+1801.8pp | 578.55%+1429.2pp |
| Employer contribution / active EE | $1,864 | $6,184-69.9% | $5,433-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $3,051 | $5,629-45.8% | $4,939-38.2% | $5,439-43.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |