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 6-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 | $146,354 | $109,327+33.9% | $89,391+63.7% | $158,922-7.9% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $302 | $3,170-90.5% | $2,586-88.3% | $4,761-93.7% |
| Participant deferral / active EE | $1,011 | $4,598-78.0% | $3,890-74.0% | $5,982-83.1% |
| Admin fee / account holder | $120 | $6,153-98.1% | $4,881-97.6% | $11,246-98.9% |