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 | $188,868 | $175,202+7.8% | $149,673+26.2% | $139,434+35.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.88% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,795 | $5,474-67.2% | $4,818-62.7% | $4,751-62.2% |
| Participant deferral / active EE | $6,869 | $6,519+5.4% | $5,680+20.9% | $6,710+2.4% |
| Admin fee / account holder | $240 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |