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 | $126,912 | $171,865-26.2% | $149,718-15.2% | $147,584-14.0% |
| Participation rate | 64.3% | 88.2%-23.9pp | 87.1%-22.8pp | 82.8%-18.5pp |
| Annual return | 19.86% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,562 | $6,275-75.1% | $5,445-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $5,467 | $7,271-24.8% | $6,569-16.8% | $5,439+0.5% |
| Admin fee / account holder | $96 | $13,799-99.3% | $11,283-99.2% | $10,885-99.1% |