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 4-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 | $38,660 | $163,101-76.3% | $136,749-71.7% | $142,382-72.8% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 23.80% | 27.54%-3.7pp | 24.33%-0.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,762 | $4,117-57.2% | $3,400-48.2% | $4,299-59.0% |
| Participant deferral / active EE | $5,899 | $5,585+5.6% | $4,692+25.7% | $6,507-9.3% |
| Admin fee / account holder | $178 | $14,318-98.8% | $11,386-98.4% | $12,624-98.6% |