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 | $29,277 | $132,239-77.9% | $105,722-72.3% | $273,961-89.3% |
| Participation rate | 63.6% | 83.2%-19.6pp | 78.9%-15.3pp | 83.0%-19.4pp |
| Annual return | 124.44% | 10.07%+114.4pp | 12.25%+112.2pp | 41.45%+83.0pp |
| Employer contribution / active EE | $3,231 | $4,867-33.6% | $4,079-20.8% | $4,869-33.6% |
| Participant deferral / active EE | $5,605 | $6,233-10.1% | $5,326+5.2% | $5,287+6.0% |
| Admin fee / account holder | $89 | $12,032-99.3% | $8,308-98.9% | $10,132-99.1% |