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 | $79,193 | $99,652-20.5% | $78,778+0.5% | $147,584-46.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 19.30% | 47.28%-28.0pp | 35.62%-16.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $870 | $2,796-68.9% | $1,986-56.2% | $4,876-82.2% |
| Participant deferral / active EE | $1,487 | $3,664-59.4% | $2,958-49.7% | $5,439-72.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |