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 | $208,408 | $171,865+21.3% | $149,718+39.2% | $147,584+41.2% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 14.31% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,265 | $6,275-63.9% | $5,445-58.4% | $4,876-53.6% |
| Participant deferral / active EE | $5,650 | $7,271-22.3% | $6,569-14.0% | $5,439+3.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |