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 | $45,322 | $30,400+49.1% | $53,898-15.9% | $84,808-46.6% |
| Participation rate | 26.9% | 46.4%-19.5pp | 55.0%-28.0pp | 68.3%-41.4pp |
| Annual return | 16.95% | 500.19%-483.2pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $326 | $603-45.9% | $932-65.0% | $2,631-87.6% |
| Participant deferral / active EE | $909 | $1,199-24.2% | $1,826-50.2% | $4,212-78.4% |
| Admin fee / account holder | $13 | $1,993-99.3% | $2,491-99.5% | $7,344-99.8% |