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 | $34,842 | $150,440-76.8% | $136,294-74.4% | $147,584-76.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 115.96% | 1049.08%-933.1pp | 5155.94%-5040.0pp | 578.55%-462.6pp |
| Employer contribution / active EE | $1,933 | $5,256-63.2% | $4,695-58.8% | $4,876-60.4% |
| Participant deferral / active EE | $5,275 | $6,630-20.4% | $6,247-15.6% | $5,439-3.0% |
| Admin fee / account holder | $106 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |