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 | $113,673 | $63,346+79.4% | $92,233+23.2% | $70,131+62.1% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 16.01% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,190 | $2,471-11.4% | $3,679-40.5% | $2,342-6.5% |
| Participant deferral / active EE | $3,737 | $2,854+31.0% | $3,897-4.1% | $3,332+12.2% |
| Admin fee / account holder | $11 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |