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 | $102,123 | $54,705+86.7% | $71,209+43.4% | $84,808+20.4% |
| Participation rate | 54.3% | 64.1%-9.8pp | 73.8%-19.5pp | 68.3%-14.0pp |
| Annual return | 16.88% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,042 | $2,158-5.4% | $2,721-25.0% | $2,631-22.4% |
| Participant deferral / active EE | $2,953 | $3,030-2.5% | $4,175-29.3% | $4,212-29.9% |
| Admin fee / account holder | $3 | $4,863-99.9% | $5,349-99.9% | $7,344-100.0% |