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 | $67,638 | $150,440-55.0% | $136,294-50.4% | $147,584-54.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.70% | 1049.08%-1030.4pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,200 | $5,256-77.2% | $4,695-74.4% | $4,876-75.4% |
| Participant deferral / active EE | $4,900 | $6,630-26.1% | $6,247-21.6% | $5,439-9.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |