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 | $123,188 | $124,281-0.9% | $109,143+12.9% | $167,490-26.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 13.33% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,377 | $4,207-67.3% | $3,722-63.0% | $4,837-71.5% |
| Participant deferral / active EE | $8,271 | $5,255+57.4% | $4,653+77.8% | $6,341+30.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |