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 | $50,485 | $150,440-66.4% | $136,294-63.0% | $147,584-65.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 20.19% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,960 | $5,256-62.7% | $4,695-58.3% | $4,876-59.8% |
| Participant deferral / active EE | $5,272 | $6,630-20.5% | $6,247-15.6% | $5,439-3.1% |
| Admin fee / account holder | $192 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |