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 | $231,571 | $133,958+72.9% | $112,228+106.3% | $134,475+72.2% |
| Participation rate | 12.5% | 78.6%-66.1pp | 75.1%-62.6pp | 81.2%-68.7pp |
| Annual return | 1.29% | 47.11%-45.8pp | 27.45%-26.2pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,050 | $4,038-74.0% | $3,635-71.1% | $4,740-77.8% |
| Participant deferral / active EE | $3,375 | $5,291-36.2% | $4,728-28.6% | $6,400-47.3% |
| Admin fee / account holder | $120 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |