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 | $198,845 | $106,515+86.7% | $96,683+105.7% | $139,434+42.6% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 23.08% | 38.43%-15.3pp | 35.69%-12.6pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,361 | $4,103-66.8% | $3,737-63.6% | $4,751-71.4% |
| Participant deferral / active EE | $2,591 | $5,454-52.5% | $4,878-46.9% | $6,710-61.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |