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 | $136,671 | $63,346+115.8% | $92,233+48.2% | $70,131+94.9% |
| Participation rate | 55.8% | 68.7%-12.9pp | 76.5%-20.7pp | 69.5%-13.7pp |
| Annual return | 17.75% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,124 | $2,471-54.5% | $3,679-69.4% | $2,342-52.0% |
| Participant deferral / active EE | $2,917 | $2,854+2.2% | $3,897-25.1% | $3,332-12.4% |
| Admin fee / account holder | $5 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |