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 | $240,355 | $109,327+119.8% | $89,391+168.9% | $158,922+51.2% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.0%-29.5pp | 82.0%-43.5pp |
| Annual return | 9.27% | 345.68%-336.4pp | 245.62%-236.3pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,414 | $3,170-55.4% | $2,586-45.3% | $4,761-70.3% |
| Participant deferral / active EE | $3,308 | $4,598-28.1% | $3,890-15.0% | $5,982-44.7% |
| Admin fee / account holder | $299 | $6,153-95.1% | $4,881-93.9% | $11,246-97.3% |