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 | $39,323 | $150,440-73.9% | $136,294-71.1% | $147,584-73.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 23.27% | 1049.08%-1025.8pp | 5155.94%-5132.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $2,249 | $5,256-57.2% | $4,695-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $6,045 | $6,630-8.8% | $6,247-3.2% | $5,439+11.1% |
| Admin fee / account holder | $47 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |