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 7-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 | $219,629 | $94,338+132.8% | $100,534+118.5% | $142,382+54.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 80.6%-20.6pp | 80.1%-20.1pp |
| Annual return | 18.08% | 29.20%-11.1pp | 32.66%-14.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,680 | $4,237+57.7% | $4,346+53.7% | $4,299+55.4% |
| Participant deferral / active EE | $8,804 | $5,934+48.4% | $6,144+43.3% | $6,507+35.3% |
| Admin fee / account holder | $7 | $8,421-99.9% | $7,654-99.9% | $12,624-99.9% |