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 | $95,176 | $49,173+93.6% | $121,098-21.4% | $75,163+26.6% |
| Participation rate | 15.1% | 55.4%-40.3pp | 69.5%-54.4pp | 67.2%-52.1pp |
| Annual return | 18.38% | 55.99%-37.6pp | 985.75%-967.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $948 | $2,628-63.9% | $4,080-76.8% | $4,125-77.0% |
| Admin fee / account holder | $208 | $3,942-94.7% | $5,644-96.3% | $5,651-96.3% |