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 | $124,932 | $111,724+11.8% | $93,606+33.5% | $145,922-14.4% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 15.14% | 202.98%-187.8pp | 133.20%-118.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,785 | $4,912-43.3% | $4,411-36.9% | $6,688-58.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |