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 | $68,992 | $152,587-54.8% | $125,175-44.9% | $152,861-54.9% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.4%-26.9pp |
| Annual return | 23.83% | 54.84%-31.0pp | 43.79%-20.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,570 | $4,946-68.3% | $3,865-59.4% | $4,762-67.0% |
| Participant deferral / active EE | $2,993 | $5,868-49.0% | $4,937-39.4% | $5,850-48.8% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |