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 5-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 | $70,156 | $185,822-62.2% | $169,993-58.7% | $139,434-49.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 22.05% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $6,481 | $7,590-14.6% | $6,785-4.5% | $4,751+36.4% |
| Participant deferral / active EE | $11,606 | $11,622-0.1% | $10,408+11.5% | $6,710+73.0% |
| Admin fee / account holder | $229 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |