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 | $186,697 | $131,829+41.6% | $108,579+71.9% | $273,961-31.9% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.6%-43.2pp | 83.0%-46.7pp |
| Annual return | 23.96% | -91.57%+115.5pp | -51.70%+75.7pp | 41.45%-17.5pp |
| Employer contribution / active EE | $1,775 | $4,912-63.9% | $3,758-52.8% | $4,869-63.5% |
| Participant deferral / active EE | $2,262 | $5,127-55.9% | $4,311-47.5% | $5,287-57.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |