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 | $62,626 | $48,335+29.6% | $121,098-48.3% | $71,457-12.4% |
| Participation rate | 67.0% | 54.3%+12.7pp | 69.5%-2.5pp | 67.9%-0.9pp |
| Annual return | 26.76% | 23.32%+3.4pp | 985.75%-959.0pp | 28.85%-2.1pp |
| Employer contribution / active EE | $2,842 | $1,489+90.9% | $4,164-31.7% | $2,588+9.8% |
| Participant deferral / active EE | $7,167 | $2,754+160.3% | $4,080+75.7% | $4,289+67.1% |
| Admin fee / account holder | $203 | $1,841-89.0% | $5,644-96.4% | $1,587-87.2% |