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 | $143,559 | $118,849+20.8% | $96,562+48.7% | $167,490-14.3% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.8%-39.8pp | 82.1%-52.1pp |
| Annual return | 14.26% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $934 | $3,120-70.1% | $2,356-60.4% | $4,837-80.7% |
| Participant deferral / active EE | $1,831 | $4,616-60.3% | $3,849-52.4% | $6,341-71.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |