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 7-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 | $57,532 | $210,698-72.7% | $178,014-67.7% | $145,959-60.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 10.86% | 386.27%-375.4pp | 294.80%-283.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $3,314 | $4,567-27.4% | $3,950-16.1% | $4,661-28.9% |
| Participant deferral / active EE | $4,871 | $6,958-30.0% | $6,276-22.4% | $6,689-27.2% |
| Admin fee / account holder | $282 | $12,016-97.7% | $10,362-97.3% | $13,398-97.9% |