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 | $135,114 | $127,777+5.7% | $106,548+26.8% | $167,490-19.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 15.12% | 33.87%-18.7pp | 26.80%-11.7pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,571 | $3,427-54.2% | $2,819-44.3% | $4,837-67.5% |
| Participant deferral / active EE | $5,472 | $5,087+7.6% | $4,398+24.4% | $6,341-13.7% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |