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 | $41,638 | $150,440-72.3% | $136,294-69.5% | $147,584-71.8% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 19.78% | 1049.08%-1029.3pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,122 | $5,256-78.7% | $4,695-76.1% | $4,876-77.0% |
| Participant deferral / active EE | $3,547 | $6,630-46.5% | $6,247-43.2% | $5,439-34.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |