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 | $82,801 | $198,466-58.3% | $170,442-51.4% | $147,584-43.9% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 12.02% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,501 | $6,184-59.5% | $5,433-54.0% | $4,876-48.7% |
| Participant deferral / active EE | $7,855 | $5,629+39.5% | $4,939+59.0% | $5,439+44.4% |
| Admin fee / account holder | $59 | $16,852-99.6% | $13,880-99.6% | $10,885-99.5% |