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 | $26,573 | $115,770-77.0% | $101,248-73.8% | $158,922-83.3% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 9.62% | 56.14%-46.5pp | 46.47%-36.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,350 | $4,175-67.7% | $3,660-63.1% | $4,761-71.6% |
| Participant deferral / active EE | $4,717 | $4,957-4.8% | $4,370+7.9% | $5,982-21.1% |
| Admin fee / account holder | $189 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |