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 | $95,580 | $150,440-36.5% | $136,294-29.9% | $147,584-35.2% |
| Participation rate | 54.2% | 84.4%-30.3pp | 81.9%-27.8pp | 82.8%-28.7pp |
| Annual return | 24.10% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,990 | $5,256-62.1% | $4,695-57.6% | $4,876-59.2% |
| Participant deferral / active EE | $3,061 | $6,630-53.8% | $6,247-51.0% | $5,439-43.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |