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 | $24,988 | $150,440-83.4% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 52.9% | 84.4%-31.5pp | 81.9%-29.0pp | 82.8%-29.9pp |
| Annual return | 88.96% | 1049.08%-960.1pp | 5155.94%-5067.0pp | 578.55%-489.6pp |
| Employer contribution / active EE | $2,418 | $5,256-54.0% | $4,695-48.5% | $4,876-50.4% |
| Participant deferral / active EE | $4,723 | $6,630-28.8% | $6,247-24.4% | $5,439-13.2% |
| Admin fee / account holder | $9 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |