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 | $59,406 | $99,079-40.0% | $77,999-23.8% | $273,961-78.3% |
| Participation rate | 47.1% | 78.6%-31.5pp | 75.5%-28.5pp | 83.0%-36.0pp |
| Annual return | 7.29% | 217.93%-210.6pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,740 | $3,308-47.4% | $2,470-29.5% | $4,869-64.3% |
| Participant deferral / active EE | $3,789 | $4,306-12.0% | $3,497+8.4% | $5,287-28.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |