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 | $55,962 | $127,777-56.2% | $106,548-47.5% | $167,490-66.6% |
| Participation rate | 54.5% | 78.3%-23.7pp | 76.1%-21.6pp | 82.1%-27.6pp |
| Annual return | 13.86% | 33.87%-20.0pp | 26.80%-12.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,400 | $3,427-59.1% | $2,819-50.3% | $4,837-71.1% |
| Participant deferral / active EE | $4,219 | $5,087-17.1% | $4,398-4.1% | $6,341-33.5% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |