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 | $53,980 | $104,907-48.5% | $84,611-36.2% | $152,861-64.7% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 70.01% | 373.79%-303.8pp | 258.74%-188.7pp | 345.32%-275.3pp |
| Employer contribution / active EE | $611 | $3,302-81.5% | $2,652-77.0% | $4,762-87.2% |
| Participant deferral / active EE | $1,106 | $4,688-76.4% | $3,899-71.6% | $5,850-81.1% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |