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 | $32,217 | $29,319+9.9% | $52,425-38.5% | $82,448-60.9% |
| Participation rate | 15.4% | 46.9%-31.5pp | 55.6%-40.2pp | 68.1%-52.7pp |
| Annual return | 15.87% | 535.20%-519.3pp | 302.12%-286.3pp | 41.64%-25.8pp |
| Employer contribution / active EE | $172 | $586-70.6% | $914-81.2% | $2,551-93.2% |
| Participant deferral / active EE | $332 | $1,171-71.6% | $1,790-81.4% | $4,139-92.0% |
| Admin fee / account holder | $215 | $1,962-89.1% | $2,495-91.4% | $7,234-97.0% |