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 | $65,254 | $99,020-34.1% | $86,590-24.6% | $147,584-55.8% |
| Participation rate | 41.2% | 76.3%-35.2pp | 73.5%-32.4pp | 82.8%-41.7pp |
| Annual return | 14.10% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,425 | $3,132+9.4% | $2,839+20.6% | $4,876-29.8% |
| Participant deferral / active EE | $909 | $3,972-77.1% | $3,609-74.8% | $5,439-83.3% |
| Admin fee / account holder | $4 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |