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 | $186,818 | $133,922+39.5% | $116,228+60.7% | $142,382+31.2% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.6%-10.3pp | 80.1%-15.8pp |
| Annual return | 20.40% | 147.76%-127.4pp | 90.06%-69.7pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,254 | $3,446-63.6% | $2,994-58.1% | $4,299-70.8% |
| Participant deferral / active EE | $3,021 | $5,672-46.7% | $4,953-39.0% | $6,507-53.6% |
| Admin fee / account holder | $201 | $14,945-98.7% | $11,989-98.3% | $12,624-98.4% |