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 | $240,843 | $60,022+301.3% | $88,946+170.8% | $84,808+184.0% |
| Participation rate | 22.0% | 57.8%-35.9pp | 68.8%-46.9pp | 68.3%-46.4pp |
| Annual return | 15.21% | 22.43%-7.2pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $770 | $1,703-54.8% | $2,555-69.9% | $2,631-70.7% |
| Participant deferral / active EE | $2,712 | $3,114-12.9% | $4,581-40.8% | $4,212-35.6% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |