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 | $115,968 | $98,240+18.0% | $82,313+40.9% | $147,584-21.4% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 13.61% | 30.85%-17.2pp | 25.88%-12.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,459 | $3,192+8.4% | $2,428+42.5% | $4,876-29.1% |
| Participant deferral / active EE | $6,245 | $4,383+42.5% | $3,706+68.5% | $5,439+14.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |