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 | $162,380 | $118,450+37.1% | $98,439+65.0% | $139,434+16.5% |
| Participation rate | 38.9% | 77.4%-38.5pp | 75.2%-36.3pp | 80.3%-41.4pp |
| Annual return | 33.92% | 18.94%+15.0pp | 21.16%+12.8pp | 372.94%-339.0pp |
| Employer contribution / active EE | $794 | $3,609-78.0% | $3,048-74.0% | $4,751-83.3% |
| Participant deferral / active EE | $2,248 | $5,392-58.3% | $4,738-52.5% | $6,710-66.5% |
| Admin fee / account holder | $10 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |