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 | $161,302 | $92,222+74.9% | $76,768+110.1% | $135,375+19.2% |
| Participation rate | 52.2% | 79.8%-27.6pp | 77.0%-24.8pp | 82.6%-30.5pp |
| Annual return | -4.95% | 5.46%-10.4pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,287 | $3,216-28.9% | $2,485-8.0% | $4,779-52.1% |
| Participant deferral / active EE | $5,562 | $4,509+23.4% | $3,852+44.4% | $5,609-0.8% |
| Admin fee / account holder | $4 | $10,748-100.0% | $6,675-99.9% | $10,827-100.0% |