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 | $70,079 | $171,865-59.2% | $149,718-53.2% | $147,584-52.5% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 20.49% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,422 | $6,275-77.3% | $5,445-73.9% | $4,876-70.8% |
| Participant deferral / active EE | $3,923 | $7,271-46.0% | $6,569-40.3% | $5,439-27.9% |
| Admin fee / account holder | $24 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |