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 5-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 | $124,152 | $167,307-25.8% | $143,757-13.6% | $134,475-7.7% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | 923.48% | 0.46%+923.0pp | -0.04%+923.5pp | 417.96%+505.5pp |
| Employer contribution / active EE | $1,874 | $5,619-66.6% | $4,951-62.1% | $4,740-60.5% |
| Participant deferral / active EE | $4,318 | $6,446-33.0% | $5,637-23.4% | $6,400-32.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |