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 | $104,141 | $117,381-11.3% | $99,443+4.7% | $152,861-31.9% |
| Participation rate | 57.1% | 77.5%-20.4pp | 73.8%-16.7pp | 82.4%-25.3pp |
| Annual return | 53.14% | 31.87%+21.3pp | 30.72%+22.4pp | 345.32%-292.2pp |
| Employer contribution / active EE | $2,387 | $3,013-20.8% | $2,540-6.0% | $4,762-49.9% |
| Participant deferral / active EE | $7,598 | $4,086+86.0% | $3,619+110.0% | $5,850+29.9% |
| Admin fee / account holder | $127 | $7,631-98.3% | $6,250-98.0% | $11,596-98.9% |