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 | $130,505 | $150,440-13.3% | $136,294-4.2% | $147,584-11.6% |
| Participation rate | 14.3% | 84.4%-70.1pp | 81.9%-67.6pp | 82.8%-68.5pp |
| Annual return | 17.67% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,089 | $5,256-60.2% | $4,695-55.5% | $4,876-57.2% |
| Participant deferral / active EE | $4,127 | $6,630-37.8% | $6,247-33.9% | $5,439-24.1% |
| Admin fee / account holder | $276 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |