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 5-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 | $119,622 | $117,841+1.5% | $102,423+16.8% | $145,922-18.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 23.15% | 31.65%-8.5pp | 29.32%-6.2pp | 561.29%-538.1pp |
| Employer contribution / active EE | $6,718 | $3,615+85.8% | $3,023+122.2% | $4,660+44.2% |
| Participant deferral / active EE | $19,260 | $5,731+236.1% | $5,053+281.2% | $6,688+188.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |