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 | $87,345 | $148,534-41.2% | $135,903-35.7% | $139,434-37.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.54% | 79.19%-61.6pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $5,145 | $5,243-1.9% | $4,856+5.9% | $4,751+8.3% |
| Participant deferral / active EE | $12,179 | $8,100+50.4% | $7,758+57.0% | $6,710+81.5% |
| Admin fee / account holder | $167 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |