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 | $167,423 | $148,534+12.7% | $135,903+23.2% | $139,434+20.1% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 33.04% | 79.19%-46.2pp | 68.23%-35.2pp | 372.94%-339.9pp |
| Employer contribution / active EE | $3,192 | $5,243-39.1% | $4,856-34.3% | $4,751-32.8% |
| Participant deferral / active EE | $14,193 | $8,100+75.2% | $7,758+83.0% | $6,710+111.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |