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 8-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 | $19,495 | $95,416-79.6% | $185,823-89.5% | $85,850-77.3% |
| Participation rate | 23.9% | 68.8%-44.8pp | 81.7%-57.8pp | 69.3%-45.4pp |
| Annual return | 15.92% | 23.59%-7.7pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $415 | $3,314-87.5% | $5,167-92.0% | $2,565-83.8% |
| Participant deferral / active EE | $1,224 | $3,423-64.3% | $5,568-78.0% | $3,952-69.0% |
| Admin fee / account holder | $176 | $7,213-97.6% | $16,237-98.9% | $6,260-97.2% |