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 | $238,037 | $105,126+126.4% | $94,646+151.5% | $139,434+70.7% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 13.47% | 38.03%-24.6pp | 156.71%-143.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,537 | $4,106-38.2% | $3,672-30.9% | $4,751-46.6% |
| Participant deferral / active EE | $5,816 | $7,599-23.5% | $7,418-21.6% | $6,710-13.3% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |