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 | $113,728 | $209,411-45.7% | $178,490-36.3% | $158,922-28.4% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 17.11% | 188.75%-171.6pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,653 | $5,706-71.0% | $5,011-67.0% | $4,761-65.3% |
| Participant deferral / active EE | $4,033 | $5,954-32.3% | $5,202-22.5% | $5,982-32.6% |
| Admin fee / account holder | $31 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |