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 | $177,342 | $102,604+72.8% | $86,188+105.8% | $139,434+27.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 13.42% | 1922.51%-1909.1pp | 1168.45%-1155.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $857 | $3,032-71.7% | $2,380-64.0% | $4,751-82.0% |
| Participant deferral / active EE | $4,623 | $4,676-1.1% | $3,985+16.0% | $6,710-31.1% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |