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 | $69,848 | $202,318-65.5% | $172,739-59.6% | $152,861-54.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 26.61% | 1029.65%-1003.0pp | 802.84%-776.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,183 | $5,856-45.6% | $5,143-38.1% | $4,762-33.2% |
| Participant deferral / active EE | $6,827 | $5,948+14.8% | $5,198+31.4% | $5,850+16.7% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |