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 | $62,883 | $159,901-60.7% | $146,958-57.2% | $145,922-56.9% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 12.55% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $13,758 | $5,286+160.3% | $4,933+178.9% | $4,660+195.3% |
| Participant deferral / active EE | $11,242 | $8,428+33.4% | $8,070+39.3% | $6,688+68.1% |
| Admin fee / account holder | $224 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |