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 | $83,240 | $136,179-38.9% | $98,755-15.7% | $167,490-50.3% |
| Participation rate | 22.2% | 70.2%-48.0pp | 65.7%-43.5pp | 82.1%-59.9pp |
| Annual return | 20.82% | 67.53%-46.7pp | 49.91%-29.1pp | 478.56%-457.7pp |
| Employer contribution / active EE | $131 | $2,631-95.0% | $2,067-93.7% | $4,837-97.3% |
| Participant deferral / active EE | $1,706 | $3,716-54.1% | $3,035-43.8% | $6,341-73.1% |
| Admin fee / account holder | $169 | $5,031-96.6% | $4,076-95.9% | $12,309-98.6% |