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 | $100,493 | $92,703+8.4% | $82,719+21.5% | $134,475-25.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 1.44% | 944.92%-943.5pp | 701.18%-699.7pp | 417.96%-416.5pp |
| Employer contribution / active EE | $1,688 | $3,274-48.4% | $3,009-43.9% | $4,740-64.4% |
| Participant deferral / active EE | $4,128 | $4,802-14.0% | $4,395-6.1% | $6,400-35.5% |
| Admin fee / account holder | $60 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |