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 | $34,172 | $202,318-83.1% | $172,739-80.2% | $152,861-77.6% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | 16.68% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.6pp |
| Employer contribution / active EE | $9,233 | $5,856+57.7% | $5,143+79.5% | $4,762+93.9% |
| Participant deferral / active EE | $21,188 | $5,948+256.2% | $5,198+307.7% | $5,850+262.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |