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 | $180,762 | $202,432-10.7% | $169,368+6.7% | $139,434+29.6% |
| Participation rate | 54.5% | 81.1%-26.5pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 17.97% | 531.74%-513.8pp | 405.60%-387.6pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,175 | $4,692-75.0% | $4,013-70.7% | $4,751-75.3% |
| Participant deferral / active EE | $9,659 | $6,938+39.2% | $6,221+55.3% | $6,710+43.9% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |