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 | $14,879 | $65,685-77.3% | $57,179-74.0% | $273,961-94.6% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | 12.97% | 21.99%-9.0pp | 14.59%-1.6pp | 41.45%-28.5pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $894 | $3,782-76.4% | $3,096-71.1% | $5,287-83.1% |
| Admin fee / account holder | -$186 | $4,835-103.8% | $3,139-105.9% | $10,132-101.8% |