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 3-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 | $22,728 | $100,773-77.4% | $88,946-74.4% | $142,382-84.0% |
| Participation rate | 27.8% | 74.3%-46.5pp | 68.8%-41.1pp | 80.1%-52.3pp |
| Annual return | 28.22% | 70.18%-42.0pp | 57.82%-29.6pp | 217.08%-188.9pp |
| Employer contribution / active EE | $966 | $2,918-66.9% | $2,555-62.2% | $4,299-77.5% |
| Participant deferral / active EE | $2,208 | $5,230-57.8% | $4,581-51.8% | $6,507-66.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |