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 | $41,157 | $150,440-72.6% | $136,294-69.8% | $147,584-72.1% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 19.69% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,385 | $5,256-54.6% | $4,695-49.2% | $4,876-51.1% |
| Participant deferral / active EE | $3,632 | $6,630-45.2% | $6,247-41.9% | $5,439-33.2% |
| Admin fee / account holder | $292 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |