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 | $82,030 | $30,400+169.8% | $53,898+52.2% | $84,808-3.3% |
| Participation rate | 8.0% | 46.4%-38.4pp | 55.0%-47.0pp | 68.3%-60.3pp |
| Annual return | 20.44% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $244 | $603-59.5% | $932-73.8% | $2,631-90.7% |
| Participant deferral / active EE | $437 | $1,199-63.6% | $1,826-76.1% | $4,212-89.6% |
| Admin fee / account holder | $291 | $1,993-85.4% | $2,491-88.3% | $7,344-96.0% |