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 | $38,499 | $135,952-71.7% | $123,892-68.9% | $273,961-85.9% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 1369.36% | 56.63%+1312.7pp | 47.52%+1321.8pp | 41.45%+1327.9pp |
| Employer contribution / active EE | $2,167 | $5,170-58.1% | $4,617-53.1% | $4,869-55.5% |
| Participant deferral / active EE | $5,276 | $6,343-16.8% | $5,984-11.8% | $5,287-0.2% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,132-99.7% |