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 | $35,493 | $102,604-65.4% | $86,188-58.8% | $139,434-74.5% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 19.67% | 1922.51%-1902.8pp | 1168.45%-1148.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,744 | $3,032-42.5% | $2,380-26.7% | $4,751-63.3% |
| Participant deferral / active EE | $2,820 | $4,676-39.7% | $3,985-29.2% | $6,710-58.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |