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 | $49,889 | $85,022-41.3% | $70,515-29.3% | $139,434-64.2% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 17.08% | 30.38%-13.3pp | 32.77%-15.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $952 | $3,909-75.6% | $2,973-68.0% | $4,751-80.0% |
| Participant deferral / active EE | $4,185 | $5,890-29.0% | $4,567-8.4% | $6,710-37.6% |
| Admin fee / account holder | $27 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |