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 | $158,389 | $198,466-20.2% | $170,442-7.1% | $147,584+7.3% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 22.47% | 257.29%-234.8pp | 205.93%-183.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,655 | $6,184-73.2% | $5,433-69.5% | $4,876-66.1% |
| Participant deferral / active EE | $5,825 | $5,629+3.5% | $4,939+17.9% | $5,439+7.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |