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 | $192,854 | $144,119+33.8% | $117,854+63.6% | $147,584+30.7% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 15.64% | 531.15%-515.5pp | 335.08%-319.4pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,467 | $4,896-49.6% | $3,786-34.8% | $4,876-49.4% |
| Participant deferral / active EE | $4,477 | $5,316-15.8% | $4,482-0.1% | $5,439-17.7% |
| Admin fee / account holder | $202 | $10,886-98.1% | $8,020-97.5% | $10,885-98.1% |