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 | $101,826 | $99,020+2.8% | $86,590+17.6% | $147,584-31.0% |
| Participation rate | 15.8% | 76.3%-60.6pp | 73.5%-57.8pp | 82.8%-67.0pp |
| Annual return | 12.44% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $344 | $3,132-89.0% | $2,839-87.9% | $4,876-93.0% |
| Participant deferral / active EE | $1,185 | $3,972-70.2% | $3,609-67.2% | $5,439-78.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |