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 9-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 | $20,778 | $176,377-88.2% | $134,143-84.5% | $158,922-86.9% |
| Participation rate | 44.4% | 78.7%-34.3pp | 72.2%-27.7pp | 82.0%-37.5pp |
| Annual return | 6.11% | 63.63%-57.5pp | 36.33%-30.2pp | 302.83%-296.7pp |
| Employer contribution / active EE | $323 | $5,040-93.6% | $3,704-91.3% | $4,761-93.2% |
| Participant deferral / active EE | $443 | $4,091-89.2% | $3,499-87.3% | $5,982-92.6% |
| Admin fee / account holder | $267 | $8,718-96.9% | $6,684-96.0% | $11,246-97.6% |