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 | $93,255 | $111,535-16.4% | $105,223-11.4% | $137,256-32.1% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 14.86% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $912 | $3,939-76.8% | $3,689-75.3% | $4,156-78.0% |
| Participant deferral / active EE | $3,572 | $5,500-35.0% | $5,072-29.6% | $6,407-44.2% |
| Admin fee / account holder | $177 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |