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 9-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 | $88,627 | $48,750+81.8% | $88,946-0.4% | $74,304+19.3% |
| Participation rate | 16.5% | 44.5%-28.0pp | 68.8%-52.3pp | 60.3%-43.8pp |
| Annual return | 486.02% | 25.91%+460.1pp | 57.82%+428.2pp | 29.43%+456.6pp |
| Employer contribution / active EE | $388 | $1,255-69.1% | $2,555-84.8% | $2,241-82.7% |
| Participant deferral / active EE | $752 | $2,423-69.0% | $4,581-83.6% | $3,767-80.1% |
| Admin fee / account holder | $198 | $3,756-94.7% | $8,261-97.6% | $2,969-93.3% |