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 | $47,387 | $150,440-68.5% | $136,294-65.2% | $147,584-67.9% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 12.15% | 1049.08%-1036.9pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,098 | $5,256-79.1% | $4,695-76.6% | $4,876-77.5% |
| Participant deferral / active EE | $4,319 | $6,630-34.9% | $6,247-30.9% | $5,439-20.6% |
| Admin fee / account holder | $260 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |