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 | $66,049 | $104,486-36.8% | $76,817-14.0% | $152,861-56.8% |
| Participation rate | 60.0% | 76.6%-16.6pp | 72.1%-12.1pp | 82.4%-22.4pp |
| Annual return | 31.44% | 1013.37%-981.9pp | 1166.11%-1134.7pp | 345.32%-313.9pp |
| Employer contribution / active EE | $3,789 | $3,116+21.6% | $2,302+64.6% | $4,762-20.4% |
| Participant deferral / active EE | $6,711 | $4,236+58.4% | $3,336+101.2% | $5,850+14.7% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |