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 | $130,821 | $176,662-25.9% | $130,648+0.1% | $152,861-14.4% |
| Participation rate | 16.7% | 79.0%-62.3pp | 71.7%-55.1pp | 82.4%-65.8pp |
| Annual return | 15.25% | 2692.24%-2677.0pp | 1708.96%-1693.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,384 | $5,742-75.9% | $4,092-66.2% | $4,762-70.9% |
| Participant deferral / active EE | $4,167 | $4,361-4.5% | $3,603+15.7% | $5,850-28.8% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |