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 9-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 | $151,374 | $105,126+44.0% | $94,646+59.9% | $139,434+8.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 16.16% | 38.03%-21.9pp | 156.71%-140.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,224 | $4,106-70.2% | $3,672-66.7% | $4,751-74.2% |
| Participant deferral / active EE | $3,220 | $7,599-57.6% | $7,418-56.6% | $6,710-52.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |