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 | $135,766 | $30,400+346.6% | $53,898+151.9% | $84,808+60.1% |
| Participation rate | 31.8% | 46.4%-14.6pp | 55.0%-23.1pp | 68.3%-36.5pp |
| Annual return | 14.71% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,168 | $603+93.8% | $932+25.3% | $2,631-55.6% |
| Participant deferral / active EE | $3,405 | $1,199+184.0% | $1,826+86.4% | $4,212-19.2% |
| Admin fee / account holder | $21 | $1,993-98.9% | $2,491-99.1% | $7,344-99.7% |