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 | $58,289 | $150,440-61.3% | $136,294-57.2% | $147,584-60.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 353.47% | 1049.08%-695.6pp | 5155.94%-4802.5pp | 578.55%-225.1pp |
| Employer contribution / active EE | $1,905 | $5,256-63.8% | $4,695-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $7,226 | $6,630+9.0% | $6,247+15.7% | $5,439+32.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |