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 | $28,951 | $63,346-54.3% | $92,233-68.6% | $70,131-58.7% |
| Participation rate | 44.8% | 68.7%-23.8pp | 76.5%-31.7pp | 69.5%-24.7pp |
| Annual return | 44.63% | 530.12%-485.5pp | 176.28%-131.7pp | 73.14%-28.5pp |
| Employer contribution / active EE | $2,694 | $2,471+9.0% | $3,679-26.8% | $2,342+15.0% |
| Participant deferral / active EE | $4,234 | $2,854+48.4% | $3,897+8.7% | $3,332+27.1% |
| Admin fee / account holder | $19 | $3,840-99.5% | $5,194-99.6% | $4,645-99.6% |