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 | $132,917 | $52,681+152.3% | $75,781+75.4% | $59,632+122.9% |
| Participation rate | 14.3% | 67.2%-52.9pp | 75.8%-61.5pp | 68.7%-54.4pp |
| Annual return | -0.51% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $615 | $2,193-72.0% | $3,323-81.5% | $2,203-72.1% |
| Participant deferral / active EE | $2,839 | $2,591+9.6% | $3,651-22.2% | $3,192-11.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |