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 | $87,518 | $202,318-56.7% | $172,739-49.3% | $152,861-42.7% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 30.03% | 1029.65%-999.6pp | 802.84%-772.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,913 | $5,856-67.3% | $5,143-62.8% | $4,762-59.8% |
| Participant deferral / active EE | $5,745 | $5,948-3.4% | $5,198+10.5% | $5,850-1.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |