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 | $137,940 | $185,200-25.5% | $142,863-3.4% | $167,490-17.6% |
| Participation rate | 33.3% | 78.4%-45.1pp | 71.9%-38.6pp | 82.1%-48.8pp |
| Annual return | 14.33% | 8555.70%-8541.4pp | 5637.54%-5623.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,120 | $5,604-62.2% | $4,144-48.8% | $4,837-56.2% |
| Participant deferral / active EE | $5,294 | $4,494+17.8% | $3,837+38.0% | $6,341-16.5% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |