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 | $148,725 | $169,032-12.0% | $129,207+15.1% | $145,922+1.9% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 16.46% | 14330.11%-14313.7pp | 9417.33%-9400.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,305 | $5,537-58.4% | $4,153-44.5% | $4,660-50.5% |
| Participant deferral / active EE | $6,818 | $4,987+36.7% | $4,168+63.6% | $6,688+1.9% |
| Admin fee / account holder | $30 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |