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 | $84,641 | $171,865-50.8% | $149,718-43.5% | $147,584-42.6% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 19.77% | 2113.22%-2093.5pp | 1501.63%-1481.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,765 | $6,275-55.9% | $5,445-49.2% | $4,876-43.3% |
| Participant deferral / active EE | $5,494 | $7,271-24.4% | $6,569-16.4% | $5,439+1.0% |
| Admin fee / account holder | $60 | $13,799-99.6% | $11,283-99.5% | $10,885-99.4% |