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 | $171,812 | $124,881+37.6% | $209,409-18.0% | $116,875+47.0% |
| Participation rate | 52.0% | 75.8%-23.8pp | 80.4%-28.4pp | 74.5%-22.5pp |
| Annual return | 13.09% | 14.56%-1.5pp | 159.49%-146.4pp | 16.29%-3.2pp |
| Employer contribution / active EE | $2,053 | $2,588-20.6% | $5,035-59.2% | $3,288-37.5% |
| Participant deferral / active EE | $2,446 | $3,793-35.5% | $4,230-42.2% | $3,885-37.0% |
| Admin fee / account holder | $2 | $12,933-100.0% | $16,474-100.0% | $12,263-100.0% |