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 | $29,122 | $150,440-80.6% | $136,294-78.6% | $147,584-80.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 23.33% | 1049.08%-1025.8pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,832 | $5,256-27.1% | $4,695-18.4% | $4,876-21.4% |
| Participant deferral / active EE | $5,889 | $6,630-11.2% | $6,247-5.7% | $5,439+8.3% |
| Admin fee / account holder | $68 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |