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 | $35,313 | $150,440-76.5% | $136,294-74.1% | $147,584-76.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 25.58% | 1049.08%-1023.5pp | 5155.94%-5130.4pp | 578.55%-553.0pp |
| Employer contribution / active EE | $9,183 | $5,256+74.7% | $4,695+95.6% | $4,876+88.3% |
| Participant deferral / active EE | $4,915 | $6,630-25.9% | $6,247-21.3% | $5,439-9.6% |
| Admin fee / account holder | $110 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |