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 | $169,401 | $202,318-16.3% | $172,739-1.9% | $152,861+10.8% |
| Participation rate | 63.2% | 87.1%-23.9pp | 82.6%-19.5pp | 82.4%-19.3pp |
| Annual return | 34.91% | 1029.65%-994.7pp | 802.84%-767.9pp | 345.32%-310.4pp |
| Employer contribution / active EE | $5,302 | $5,856-9.5% | $5,143+3.1% | $4,762+11.3% |
| Participant deferral / active EE | $4,506 | $5,948-24.2% | $5,198-13.3% | $5,850-23.0% |
| Admin fee / account holder | $296 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |