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 | $137,566 | $35,183+291.0% | $73,545+87.1% | $70,131+96.2% |
| Participation rate | 18.3% | 42.9%-24.6pp | 54.9%-36.6pp | 69.5%-51.2pp |
| Annual return | 16.53% | 26.90%-10.4pp | -15.16%+31.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $703 | $709-0.9% | $1,219-42.4% | $2,342-70.0% |
| Participant deferral / active EE | $1,507 | $1,220+23.5% | $1,806-16.6% | $3,332-54.8% |
| Admin fee / account holder | $29 | $2,302-98.7% | $2,320-98.8% | $4,645-99.4% |