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 | $95,426 | $34,308+178.1% | $74,701+27.7% | $72,985+30.7% |
| Participation rate | 29.7% | 42.4%-12.7pp | 54.5%-24.7pp | 69.5%-39.8pp |
| Annual return | 24.95% | 26.58%-1.6pp | 752.92%-728.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $346 | $692-50.0% | $1,084-68.1% | $2,440-85.8% |
| Participant deferral / active EE | $1,626 | $1,271+27.9% | $1,964-17.2% | $3,607-54.9% |
| Admin fee / account holder | $182 | $2,124-91.4% | $3,333-94.5% | $5,124-96.4% |