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 | $131,028 | $202,318-35.2% | $172,739-24.1% | $152,861-14.3% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 16.39% | 1029.65%-1013.3pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,744 | $5,856-19.0% | $5,143-7.8% | $4,762-0.4% |
| Participant deferral / active EE | $2,584 | $5,948-56.6% | $5,198-50.3% | $5,850-55.8% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |