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 | $95,366 | $95,416-0.1% | $185,823-48.7% | $85,850+11.1% |
| Participation rate | 30.8% | 68.8%-38.0pp | 81.7%-50.9pp | 69.3%-38.5pp |
| Annual return | 34.79% | 23.59%+11.2pp | 122.05%-87.3pp | 318.53%-283.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |