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 8-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 | $40,531 | $96,305-57.9% | $80,569-49.7% | $139,434-70.9% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 22.22% | 1350.08%-1327.9pp | 935.43%-913.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,177 | $3,262-2.6% | $2,723+16.7% | $4,751-33.1% |
| Participant deferral / active EE | $2,039 | $5,232-61.0% | $4,447-54.1% | $6,710-69.6% |
| Admin fee / account holder | $169 | $6,599-97.4% | $5,377-96.9% | $11,403-98.5% |