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 | $187,932 | $105,630+77.9% | $87,507+114.8% | $273,961-31.4% |
| Participation rate | 37.5% | 78.2%-40.7pp | 73.8%-36.3pp | 83.0%-45.5pp |
| Annual return | 30.80% | 12.25%+18.5pp | 12.21%+18.6pp | 41.45%-10.7pp |
| Employer contribution / active EE | $1,205 | $3,141-61.6% | $2,550-52.8% | $4,869-75.3% |
| Participant deferral / active EE | $6,265 | $3,601+74.0% | $3,149+99.0% | $5,287+18.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |