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 | $73,423 | $63,346+15.9% | $92,233-20.4% | $70,131+4.7% |
| Participation rate | 44.7% | 68.7%-23.9pp | 76.5%-31.7pp | 69.5%-24.8pp |
| Annual return | 20.25% | 530.12%-509.9pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,208 | $2,471-51.1% | $3,679-67.2% | $2,342-48.4% |
| Participant deferral / active EE | $2,669 | $2,854-6.5% | $3,897-31.5% | $3,332-19.9% |
| Admin fee / account holder | $245 | $3,840-93.6% | $5,194-95.3% | $4,645-94.7% |