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 6-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 | $99,720 | $110,257-9.6% | $96,544+3.3% | $139,434-28.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 29.75% | 26.32%+3.4pp | 25.84%+3.9pp | 372.94%-343.2pp |
| Employer contribution / active EE | $7,267 | $3,620+100.8% | $2,965+145.1% | $4,751+53.0% |
| Participant deferral / active EE | $12,240 | $5,548+120.6% | $4,851+152.3% | $6,710+82.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |