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 7-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 | $36,601 | $100,852-63.7% | $90,404-59.5% | $158,922-77.0% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.7%-63.6pp | 82.0%-72.9pp |
| Annual return | 228.73% | 1724.20%-1495.5pp | 1293.02%-1064.3pp | 302.83%-74.1pp |
| Employer contribution / active EE | $420 | $3,689-88.6% | $3,262-87.1% | $4,761-91.2% |
| Participant deferral / active EE | $1,680 | $4,348-61.4% | $3,963-57.6% | $5,982-71.9% |
| Admin fee / account holder | $125 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |