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 | $59,381 | $175,202-66.1% | $149,673-60.3% | $139,434-57.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.48% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,269 | $5,474-58.6% | $4,818-52.9% | $4,751-52.2% |
| Participant deferral / active EE | $8,988 | $6,519+37.9% | $5,680+58.2% | $6,710+34.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |