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 6-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 | $45,112 | $104,974-57.0% | $95,585-52.8% | $142,382-68.3% |
| Participation rate | 69.2% | 75.0%-5.7pp | 72.1%-2.8pp | 80.1%-10.9pp |
| Annual return | 35.34% | 210.33%-175.0pp | 38.56%-3.2pp | 217.08%-181.7pp |
| Employer contribution / active EE | $1,237 | $2,779-55.5% | $2,527-51.0% | $4,299-71.2% |
| Participant deferral / active EE | $2,236 | $4,352-48.6% | $4,023-44.4% | $6,507-65.6% |
| Admin fee / account holder | $19 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |