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 | $76,974 | $150,440-48.8% | $136,294-43.5% | $147,584-47.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.49% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,337 | $5,256-74.6% | $4,695-71.5% | $4,876-72.6% |
| Participant deferral / active EE | $3,015 | $6,630-54.5% | $6,247-51.7% | $5,439-44.6% |
| Admin fee / account holder | $196 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |