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 | $175,378 | $175,202+0.1% | $149,673+17.2% | $139,434+25.8% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 14.60% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,354 | $5,474+16.1% | $4,818+31.9% | $4,751+33.7% |
| Participant deferral / active EE | $5,296 | $6,519-18.8% | $5,680-6.8% | $6,710-21.1% |
| Admin fee / account holder | $50 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |