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 7-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 | $131,180 | $53,516+145.1% | $126,539+3.7% | $84,808+54.7% |
| Participation rate | 8.0% | 58.2%-50.2pp | 69.8%-61.8pp | 68.3%-60.3pp |
| Annual return | 15.55% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,273 | $2,671-52.3% | $4,083-68.8% | $4,212-69.8% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |