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 | $104,179 | $232,540-55.2% | $185,117-43.7% | $147,584-29.4% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 23.51% | 43.03%-19.5pp | 40.50%-17.0pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,837 | $5,195-64.6% | $4,182-56.1% | $4,876-62.3% |
| Participant deferral / active EE | $3,825 | $5,834-34.4% | $5,045-24.2% | $5,439-29.7% |
| Admin fee / account holder | $17 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |