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 | $65,324 | $100,852-35.2% | $90,404-27.7% | $158,922-58.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 14.33% | 1724.20%-1709.9pp | 1293.02%-1278.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,313 | $3,689-64.4% | $3,262-59.7% | $4,761-72.4% |
| Participant deferral / active EE | $5,254 | $4,348+20.8% | $3,963+32.6% | $5,982-12.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |