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 | $208,107 | $99,652+108.8% | $78,778+164.2% | $147,584+41.0% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | 11.58% | 47.28%-35.7pp | 35.62%-24.0pp | 578.55%-567.0pp |
| Employer contribution / active EE | $6,667 | $2,796+138.5% | $1,986+235.7% | $4,876+36.7% |
| Participant deferral / active EE | $6,000 | $3,664+63.8% | $2,958+102.8% | $5,439+10.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |