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 | $65,420 | $102,616-36.2% | $81,983-20.2% | $158,922-58.8% |
| Participation rate | 52.6% | 75.5%-22.9pp | 69.2%-16.6pp | 82.0%-29.3pp |
| Annual return | 22.33% | 61.04%-38.7pp | 41.31%-19.0pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,422 | $3,240-56.1% | $2,498-43.1% | $4,761-70.1% |
| Participant deferral / active EE | $3,626 | $4,648-22.0% | $3,722-2.6% | $5,982-39.4% |
| Admin fee / account holder | $4 | $8,235-100.0% | $5,664-99.9% | $11,246-100.0% |