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 | $218,505 | $30,400+618.8% | $53,898+305.4% | $84,808+157.6% |
| Participation rate | 24.0% | 46.4%-22.4pp | 55.0%-31.0pp | 68.3%-44.3pp |
| Annual return | 22.91% | 500.19%-477.3pp | 528.60%-505.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $455 | $603-24.5% | $932-51.2% | $2,631-82.7% |
| Participant deferral / active EE | $2,136 | $1,199+78.2% | $1,826+17.0% | $4,212-49.3% |
| Admin fee / account holder | $232 | $1,993-88.4% | $2,491-90.7% | $7,344-96.8% |