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 | $53,060 | $72,400-26.7% | $67,502-21.4% | $145,922-63.6% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | 21.49% | 7182.46%-7161.0pp | 3512.12%-3490.6pp | 561.29%-539.8pp |
| Employer contribution / active EE | $676 | $3,069-78.0% | $2,731-75.3% | $4,660-85.5% |
| Participant deferral / active EE | $933 | $4,783-80.5% | $4,000-76.7% | $6,688-86.0% |
| Admin fee / account holder | $17 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |