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 5-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 | $52,614 | $110,257-52.3% | $96,544-45.5% | $139,434-62.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 16.92% | 26.32%-9.4pp | 25.84%-8.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,021 | $3,620-16.5% | $2,965+1.9% | $4,751-36.4% |
| Participant deferral / active EE | $6,641 | $5,548+19.7% | $4,851+36.9% | $6,710-1.0% |
| Admin fee / account holder | $254 | $11,591-97.8% | $8,252-96.9% | $11,403-97.8% |