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 | $169,551 | $209,411-19.0% | $178,490-5.0% | $158,922+6.7% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 21.61% | 188.75%-167.1pp | 151.07%-129.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $3,343 | $5,706-41.4% | $5,011-33.3% | $4,761-29.8% |
| Participant deferral / active EE | $6,388 | $5,954+7.3% | $5,202+22.8% | $5,982+6.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |