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 | $55,870 | $113,935-51.0% | $94,224-40.7% | $125,391-55.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 2142.67% | 5.29%+2137.4pp | 10.68%+2132.0pp | 282.22%+1860.4pp |
| Employer contribution / active EE | $3,995 | $4,727-15.5% | $3,587+11.4% | $4,866-17.9% |
| Participant deferral / active EE | $10,036 | $5,179+93.8% | $4,320+132.3% | $5,352+87.5% |
| Admin fee / account holder | $138 | $8,391-98.4% | $6,269-97.8% | $9,540-98.6% |