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 | $54,981 | $198,466-72.3% | $170,442-67.7% | $147,584-62.7% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 18.03% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,353 | $6,184-78.1% | $5,433-75.1% | $4,876-72.2% |
| Participant deferral / active EE | $3,333 | $5,629-40.8% | $4,939-32.5% | $5,439-38.7% |
| Admin fee / account holder | $139 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |