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 | $99,630 | $54,705+82.1% | $71,209+39.9% | $84,808+17.5% |
| Participation rate | 55.6% | 64.1%-8.5pp | 73.8%-18.2pp | 68.3%-12.8pp |
| Annual return | 17.75% | 35.90%-18.1pp | 282.51%-264.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,613 | $2,158-25.3% | $2,721-40.7% | $2,631-38.7% |
| Participant deferral / active EE | $3,586 | $3,030+18.3% | $4,175-14.1% | $4,212-14.9% |
| Admin fee / account holder | $104 | $4,863-97.9% | $5,349-98.1% | $7,344-98.6% |