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 | $67,376 | $150,440-55.2% | $136,294-50.6% | $147,584-54.3% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 16.72% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,056 | $5,256-79.9% | $4,695-77.5% | $4,876-78.3% |
| Participant deferral / active EE | $2,274 | $6,630-65.7% | $6,247-63.6% | $5,439-58.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |