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 | $29,276 | $150,440-80.5% | $136,294-78.5% | $147,584-80.2% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 26.39% | 1049.08%-1022.7pp | 5155.94%-5129.5pp | 578.55%-552.2pp |
| Employer contribution / active EE | $2,223 | $5,256-57.7% | $4,695-52.7% | $4,876-54.4% |
| Participant deferral / active EE | $5,345 | $6,630-19.4% | $6,247-14.4% | $5,439-1.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |