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 | $50,782 | $171,865-70.5% | $149,718-66.1% | $147,584-65.6% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 17.82% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,925 | $6,275-69.3% | $5,445-64.6% | $4,876-60.5% |
| Participant deferral / active EE | $5,152 | $7,271-29.1% | $6,569-21.6% | $5,439-5.3% |
| Admin fee / account holder | $153 | $13,799-98.9% | $11,283-98.6% | $10,885-98.6% |