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 9-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 | $164,501 | $150,440+9.3% | $136,294+20.7% | $147,584+11.5% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 12.45% | 1049.08%-1036.6pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,718 | $5,256-67.3% | $4,695-63.4% | $4,876-64.8% |
| Participant deferral / active EE | $2,324 | $6,630-65.0% | $6,247-62.8% | $5,439-57.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |