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 | $30,842 | $95,266-67.6% | $82,389-62.6% | $142,382-78.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 17.03% | 25.74%-8.7pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,276 | $2,991-57.3% | $2,517-49.3% | $4,299-70.3% |
| Participant deferral / active EE | $4,785 | $4,809-0.5% | $4,155+15.2% | $6,507-26.5% |
| Admin fee / account holder | $134 | $8,563-98.4% | $7,231-98.1% | $12,624-98.9% |