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 | $121,215 | $91,538+32.4% | $129,995-6.8% | $75,163+61.3% |
| Participation rate | 52.0% | 71.4%-19.4pp | 78.5%-26.5pp | 67.2%-15.2pp |
| Annual return | 21.13% | -631.11%+652.2pp | -137.18%+158.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,396 | $2,845-15.8% | $4,320-44.5% | $2,670-10.3% |
| Participant deferral / active EE | $3,604 | $4,341-17.0% | $5,820-38.1% | $4,125-12.6% |
| Admin fee / account holder | $195 | $6,790-97.1% | $10,614-98.2% | $5,651-96.5% |