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 | $182,177 | $99,985+82.2% | $146,665+24.2% | $85,850+112.2% |
| Participation rate | 63.3% | 73.1%-9.7pp | 80.1%-16.7pp | 69.3%-6.0pp |
| Annual return | 13.88% | 18.93%-5.0pp | 22.74%-8.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,300 | $2,559-10.1% | $4,136-44.4% | $2,565-10.4% |
| Participant deferral / active EE | $4,661 | $4,006+16.4% | $5,506-15.3% | $3,952+17.9% |
| Admin fee / account holder | $5 | $7,702-99.9% | $10,280-99.9% | $6,260-99.9% |