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 | $140,544 | $111,724+25.8% | $93,606+50.1% | $145,922-3.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 9.84% | 202.98%-193.1pp | 133.20%-123.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $777 | $3,090-74.9% | $2,420-67.9% | $4,660-83.3% |
| Participant deferral / active EE | $2,487 | $4,912-49.4% | $4,411-43.6% | $6,688-62.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |