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 | $35,428 | $171,865-79.4% | $149,718-76.3% | $147,584-76.0% |
| Participation rate | 35.3% | 88.2%-52.9pp | 87.1%-51.8pp | 82.8%-47.5pp |
| Annual return | 21.95% | 2113.22%-2091.3pp | 1501.63%-1479.7pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,855 | $6,275-70.4% | $5,445-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $3,288 | $7,271-54.8% | $6,569-49.9% | $5,439-39.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |