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 | $105,522 | $63,346+66.6% | $92,233+14.4% | $70,131+50.5% |
| Participation rate | 67.3% | 68.7%-1.4pp | 76.5%-9.2pp | 69.5%-2.2pp |
| Annual return | 18.99% | 530.12%-511.1pp | 176.28%-157.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $4,015 | $2,471+62.5% | $3,679+9.1% | $2,342+71.4% |
| Participant deferral / active EE | $5,260 | $2,854+84.3% | $3,897+35.0% | $3,332+57.9% |
| Admin fee / account holder | $17 | $3,840-99.6% | $5,194-99.7% | $4,645-99.6% |