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 | $190,677 | $107,334+77.6% | $92,893+105.3% | $152,861+24.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 25.16% | 145.58%-120.4pp | 109.41%-84.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,301 | $4,221-69.2% | $3,653-64.4% | $4,762-72.7% |
| Participant deferral / active EE | $8,243 | $4,845+70.1% | $4,236+94.6% | $5,850+40.9% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |