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 8-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 | $43,194 | $106,515-59.4% | $96,683-55.3% | $139,434-69.0% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 19.09% | 38.43%-19.3pp | 35.69%-16.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,274 | $4,103-44.6% | $3,737-39.1% | $4,751-52.1% |
| Participant deferral / active EE | $4,044 | $5,454-25.9% | $4,878-17.1% | $6,710-39.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |