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 5-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 | $46,835 | $111,754-58.1% | $103,333-54.7% | $145,922-67.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 13.05% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,470 | $4,212-65.1% | $3,868-62.0% | $4,660-68.5% |
| Participant deferral / active EE | $5,160 | $5,619-8.2% | $5,057+2.0% | $6,688-22.8% |
| Admin fee / account holder | $172 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |