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 6-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 | $67,496 | $177,572-62.0% | $154,803-56.4% | $142,382-52.6% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.1%-25.1pp | 80.1%-27.2pp |
| Annual return | 18.02% | 65.07%-47.0pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $972 | $4,810-79.8% | $4,305-77.4% | $4,299-77.4% |
| Participant deferral / active EE | $4,689 | $6,272-25.2% | $5,540-15.4% | $6,507-27.9% |
| Admin fee / account holder | $114 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |