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 | $189,222 | $112,881+67.6% | $90,951+108.0% | $158,922+19.1% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 19.49% | 215.79%-196.3pp | 134.60%-115.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,378 | $2,893-52.4% | $2,122-35.0% | $4,761-71.1% |
| Participant deferral / active EE | $5,513 | $4,128+33.6% | $3,373+63.4% | $5,982-7.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |