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 | $213,143 | $114,381+86.3% | $107,525+98.2% | $142,382+49.7% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 19.56% | 242.71%-223.1pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $874 | $4,015-78.2% | $3,754-76.7% | $4,299-79.7% |
| Participant deferral / active EE | $4,239 | $5,564-23.8% | $5,116-17.1% | $6,507-34.9% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |