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 9-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 | $82,904 | $65,365+26.8% | $92,893-10.8% | $72,985+13.6% |
| Participation rate | 61.2% | 68.3%-7.1pp | 76.0%-14.8pp | 69.5%-8.3pp |
| Annual return | 25.64% | 42.10%-16.5pp | 109.41%-83.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,296 | $2,594-11.5% | $3,653-37.1% | $2,440-5.9% |
| Participant deferral / active EE | $4,515 | $3,128+44.3% | $4,236+6.6% | $3,607+25.2% |
| Admin fee / account holder | $49 | $4,251-98.9% | $5,794-99.2% | $5,124-99.1% |