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 | $176,577 | $165,984+6.4% | $164,813+7.1% | $145,922+21.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 15.39% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $5,617 | $5,273+6.5% | $4,341+29.4% | $4,660+20.5% |
| Participant deferral / active EE | $5,390 | $6,959-22.6% | $6,031-10.6% | $6,688-19.4% |
| Admin fee / account holder | $201 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |