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 | $73,573 | $105,998-30.6% | $92,233-20.2% | $147,584-50.1% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 14.07% | 50.05%-36.0pp | 176.28%-162.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,794 | $4,333-58.6% | $3,679-51.3% | $4,876-63.2% |
| Participant deferral / active EE | $3,998 | $4,478-10.7% | $3,897+2.6% | $5,439-26.5% |
| Admin fee / account holder | $169 | $6,332-97.3% | $5,194-96.7% | $10,885-98.4% |