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 | $83,637 | $92,222-9.3% | $76,768+8.9% | $135,375-38.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 158.03% | 5.46%+152.6pp | 2.43%+155.6pp | 519.73%-361.7pp |
| Employer contribution / active EE | $6,876 | $3,216+113.8% | $2,485+176.7% | $4,779+43.9% |
| Participant deferral / active EE | $2,830 | $4,509-37.2% | $3,852-26.5% | $5,609-49.5% |
| Admin fee / account holder | $3 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |