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 9-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 | $74,647 | $53,516+39.5% | $126,539-41.0% | $84,808-12.0% |
| Participation rate | 17.6% | 58.2%-40.6pp | 69.8%-52.2pp | 68.3%-50.7pp |
| Annual return | 18.14% | 58.34%-40.2pp | 425.95%-407.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,293 | $2,671-51.6% | $4,083-68.3% | $4,212-69.3% |
| Admin fee / account holder | $64 | $4,497-98.6% | $6,065-98.9% | $7,344-99.1% |