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 4-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 | $73,921 | $95,266-22.4% | $82,389-10.3% | $142,382-48.1% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 15.79% | 25.74%-9.9pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,557 | $2,991-14.5% | $2,517+1.6% | $4,299-40.5% |
| Participant deferral / active EE | $3,197 | $4,809-33.5% | $4,155-23.1% | $6,507-50.9% |
| Admin fee / account holder | $278 | $8,563-96.8% | $7,231-96.2% | $12,624-97.8% |