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 | $75,352 | $100,852-25.3% | $90,404-16.7% | $158,922-52.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 19.12% | 1724.20%-1705.1pp | 1293.02%-1273.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,213 | $3,689-67.1% | $3,262-62.8% | $4,761-74.5% |
| Participant deferral / active EE | $3,217 | $4,348-26.0% | $3,963-18.8% | $5,982-46.2% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |