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 | $18,477 | $107,334-82.8% | $92,893-80.1% | $152,861-87.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 24.98% | 145.58%-120.6pp | 109.41%-84.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,706 | $4,221-59.6% | $3,653-53.3% | $4,762-64.2% |
| Participant deferral / active EE | $2,953 | $4,845-39.1% | $4,236-30.3% | $5,850-49.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |