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 | $75,124 | $156,846-52.1% | $121,098-38.0% | $139,434-46.1% |
| Participation rate | 23.5% | 76.4%-52.9pp | 69.5%-46.0pp | 80.3%-56.8pp |
| Annual return | 21.93% | 1474.56%-1452.6pp | 985.75%-963.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $322 | $5,536-94.2% | $4,164-92.3% | $4,751-93.2% |
| Participant deferral / active EE | $455 | $4,844-90.6% | $4,080-88.8% | $6,710-93.2% |
| Admin fee / account holder | $6 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |