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 | $111,664 | $49,922+123.7% | $80,569+38.6% | $75,163+48.6% |
| Participation rate | 20.5% | 55.3%-34.8pp | 67.0%-46.5pp | 67.2%-46.7pp |
| Annual return | 21.76% | 34.69%-12.9pp | 935.43%-913.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,612 | $2,990-46.1% | $4,447-63.8% | $4,125-60.9% |
| Admin fee / account holder | $29 | $3,577-99.2% | $5,377-99.5% | $5,651-99.5% |