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 | $218,676 | $51,638+323.5% | $68,368+219.9% | $82,448+165.2% |
| Participation rate | 24.0% | 63.6%-39.6pp | 73.8%-49.8pp | 68.1%-44.1pp |
| Annual return | 33.84% | 37.53%-3.7pp | 292.57%-258.7pp | 41.64%-7.8pp |
| Employer contribution / active EE | $727 | $2,047-64.5% | $2,649-72.6% | $2,551-71.5% |
| Participant deferral / active EE | $2,348 | $2,914-19.4% | $4,123-43.0% | $4,139-43.3% |
| Admin fee / account holder | $27 | $4,643-99.4% | $5,150-99.5% | $7,234-99.6% |