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 | $144,540 | $81,632+77.1% | $70,449+105.2% | $158,922-9.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 23.37% | 208.40%-185.0pp | 109.03%-85.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,062 | $3,217-35.9% | $2,737-24.7% | $4,761-56.7% |
| Participant deferral / active EE | $5,479 | $4,554+20.3% | $3,709+47.7% | $5,982-8.4% |
| Admin fee / account holder | $28 | $6,193-99.6% | $3,845-99.3% | $11,246-99.8% |