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 | $68,558 | $202,318-66.1% | $172,739-60.3% | $152,861-55.2% |
| Participation rate | 65.2% | 87.1%-21.8pp | 82.6%-17.4pp | 82.4%-17.2pp |
| Annual return | 23.10% | 1029.65%-1006.6pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,587 | $5,856-72.9% | $5,143-69.1% | $4,762-66.7% |
| Participant deferral / active EE | $2,647 | $5,948-55.5% | $5,198-49.1% | $5,850-54.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |