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 | $66,664 | $72,277-7.8% | $101,248-34.2% | $79,858-16.5% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 18.92% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $702 | $2,692-73.9% | $3,660-80.8% | $2,471-71.6% |
| Participant deferral / active EE | $6,004 | $3,282+83.0% | $4,370+37.4% | $3,740+60.5% |
| Admin fee / account holder | $5 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |