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 7-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 | $89,204 | $72,400+23.2% | $67,502+32.2% | $145,922-38.9% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 45.63% | 7182.46%-7136.8pp | 3512.12%-3466.5pp | 561.29%-515.7pp |
| Employer contribution / active EE | $1,268 | $3,069-58.7% | $2,731-53.6% | $4,660-72.8% |
| Participant deferral / active EE | $2,359 | $4,783-50.7% | $4,000-41.0% | $6,688-64.7% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |