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 | $109,206 | $105,998+3.0% | $92,233+18.4% | $147,584-26.0% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 18.69% | 50.05%-31.4pp | 176.28%-157.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,168 | $4,333-73.0% | $3,679-68.3% | $4,876-76.0% |
| Participant deferral / active EE | $2,547 | $4,478-43.1% | $3,897-34.6% | $5,439-53.2% |
| Admin fee / account holder | $119 | $6,332-98.1% | $5,194-97.7% | $10,885-98.9% |