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 | $248,019 | $217,402+14.1% | $185,823+33.5% | $167,490+48.1% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 10.49% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,075 | $5,873-47.6% | $5,167-40.5% | $4,837-36.4% |
| Participant deferral / active EE | $8,648 | $6,356+36.1% | $5,568+55.3% | $6,341+36.4% |
| Admin fee / account holder | $100 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |