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 | $30,534 | $152,587-80.0% | $125,175-75.6% | $152,861-80.0% |
| Participation rate | 68.8% | 83.3%-14.6pp | 79.8%-11.0pp | 82.4%-13.7pp |
| Annual return | 22.78% | 54.84%-32.1pp | 43.79%-21.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,280 | $4,946-53.9% | $3,865-41.0% | $4,762-52.1% |
| Participant deferral / active EE | $4,108 | $5,868-30.0% | $4,937-16.8% | $5,850-29.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |