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 | $120,348 | $109,327+10.1% | $89,391+34.6% | $158,922-24.3% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 26.00% | 345.68%-319.7pp | 245.62%-219.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $503 | $3,170-84.1% | $2,586-80.6% | $4,761-89.4% |
| Participant deferral / active EE | $1,125 | $4,598-75.5% | $3,890-71.1% | $5,982-81.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |