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 | $176,382 | $78,422+124.9% | $95,952+83.8% | $79,858+120.9% |
| Participation rate | 37.8% | 73.5%-35.6pp | 77.1%-39.2pp | 69.6%-31.8pp |
| Annual return | 19.36% | 19.37%0pp | 91.61%-72.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $964 | $1,945-50.4% | $2,541-62.1% | $2,471-61.0% |
| Participant deferral / active EE | $3,322 | $3,440-3.4% | $4,167-20.3% | $3,740-11.2% |
| Admin fee / account holder | $171 | $5,622-97.0% | $6,795-97.5% | $5,306-96.8% |