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 7-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 | $44,005 | $133,958-67.2% | $112,228-60.8% | $134,475-67.3% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -18.10% | 47.11%-65.2pp | 27.45%-45.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,819 | $4,038-55.0% | $3,635-50.0% | $4,740-61.6% |
| Participant deferral / active EE | $6,415 | $5,291+21.3% | $4,728+35.7% | $6,400+0.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |