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 7-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 | $47,273 | $100,852-53.1% | $90,404-47.7% | $158,922-70.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 50.15% | 1724.20%-1674.1pp | 1293.02%-1242.9pp | 302.83%-252.7pp |
| Employer contribution / active EE | $3,091 | $3,689-16.2% | $3,262-5.2% | $4,761-35.1% |
| Participant deferral / active EE | $9,750 | $4,348+124.3% | $3,963+146.0% | $5,982+63.0% |
| Admin fee / account holder | $124 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |