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 | $35,951 | $198,466-81.9% | $170,442-78.9% | $147,584-75.6% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 23.02% | 257.29%-234.3pp | 205.93%-182.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,307 | $6,184-78.9% | $5,433-75.9% | $4,876-73.2% |
| Participant deferral / active EE | $4,395 | $5,629-21.9% | $4,939-11.0% | $5,439-19.2% |
| Admin fee / account holder | $277 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |