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 | $127,875 | $198,466-35.6% | $170,442-25.0% | $147,584-13.4% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 23.90% | 257.29%-233.4pp | 205.93%-182.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $4,330 | $6,184-30.0% | $5,433-20.3% | $4,876-11.2% |
| Participant deferral / active EE | $3,843 | $5,629-31.7% | $4,939-22.2% | $5,439-29.3% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |