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 9-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 | $27,605 | $150,440-81.7% | $136,294-79.7% | $147,584-81.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 383.30% | 1049.08%-665.8pp | 5155.94%-4772.6pp | 578.55%-195.2pp |
| Employer contribution / active EE | $1,308 | $5,256-75.1% | $4,695-72.1% | $4,876-73.2% |
| Participant deferral / active EE | $3,728 | $6,630-43.8% | $6,247-40.3% | $5,439-31.5% |
| Admin fee / account holder | $18 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |