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 6-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 | $35,587 | $30,400+17.1% | $53,898-34.0% | $84,808-58.0% |
| Participation rate | 16.8% | 46.4%-29.6pp | 55.0%-38.1pp | 68.3%-51.5pp |
| Annual return | 19.20% | 500.19%-481.0pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $451 | $603-25.2% | $932-51.6% | $2,631-82.9% |
| Participant deferral / active EE | $620 | $1,199-48.3% | $1,826-66.1% | $4,212-85.3% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |