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 | $166,135 | $93,571+77.5% | $135,903+22.2% | $75,163+121.0% |
| Participation rate | 37.9% | 75.2%-37.2pp | 81.9%-44.0pp | 67.2%-29.3pp |
| Annual return | 25.59% | 30.90%-5.3pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $1,736 | $3,537-50.9% | $4,856-64.3% | $2,670-35.0% |
| Participant deferral / active EE | $6,842 | $6,404+6.8% | $7,758-11.8% | $4,125+65.9% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |