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 | $25,573 | $150,440-83.0% | $136,294-81.2% | $147,584-82.7% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 22.45% | 1049.08%-1026.6pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,909 | $5,256-63.7% | $4,695-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $3,875 | $6,630-41.6% | $6,247-38.0% | $5,439-28.8% |
| Admin fee / account holder | $272 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |