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 | $131,998 | $171,865-23.2% | $149,718-11.8% | $147,584-10.6% |
| Participation rate | 68.4% | 88.2%-19.8pp | 87.1%-18.6pp | 82.8%-14.4pp |
| Annual return | 22.37% | 2113.22%-2090.8pp | 1501.63%-1479.3pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,507 | $6,275-76.0% | $5,445-72.3% | $4,876-69.1% |
| Participant deferral / active EE | $4,595 | $7,271-36.8% | $6,569-30.1% | $5,439-15.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |