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 | $31,576 | $65,365-51.7% | $92,893-66.0% | $72,985-56.7% |
| Participation rate | 40.7% | 68.3%-27.6pp | 76.0%-35.3pp | 69.5%-28.7pp |
| Annual return | 27.70% | 42.10%-14.4pp | 109.41%-81.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,946 | $2,594-25.0% | $3,653-46.7% | $2,440-20.2% |
| Participant deferral / active EE | $3,140 | $3,128+0.4% | $4,236-25.9% | $3,607-13.0% |
| Admin fee / account holder | $93 | $4,251-97.8% | $5,794-98.4% | $5,124-98.2% |