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 | $137,494 | $150,440-8.6% | $136,294+0.9% | $147,584-6.8% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 21.55% | 1049.08%-1027.5pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,953 | $5,256-62.9% | $4,695-58.4% | $4,876-60.0% |
| Participant deferral / active EE | $6,650 | $6,630+0.3% | $6,247+6.4% | $5,439+22.3% |
| Admin fee / account holder | $87 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |