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 9-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 | $19,036 | $74,888-74.6% | $71,209-73.3% | $142,382-86.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 13.31% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,098 | $2,854-61.5% | $2,721-59.6% | $4,299-74.5% |
| Participant deferral / active EE | $3,803 | $4,454-14.6% | $4,175-8.9% | $6,507-41.6% |
| Admin fee / account holder | $93 | $5,568-98.3% | $5,349-98.3% | $12,624-99.3% |