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 | $205,636 | $96,635+112.8% | $86,612+137.4% | $139,434+47.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 25.96% | 106.41%-80.5pp | 591.07%-565.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $6,527 | $3,263+100.0% | $3,022+115.9% | $4,751+37.4% |
| Participant deferral / active EE | $5,678 | $4,836+17.4% | $4,438+28.0% | $6,710-15.4% |
| Admin fee / account holder | $18 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |