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 8-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 | $44,322 | $209,411-78.8% | $178,490-75.2% | $158,922-72.1% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 21.99% | 188.75%-166.8pp | 151.07%-129.1pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,971 | $5,706-65.5% | $5,011-60.7% | $4,761-58.6% |
| Participant deferral / active EE | $8,258 | $5,954+38.7% | $5,202+58.8% | $5,982+38.0% |
| Admin fee / account holder | $257 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |