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 | $78,938 | $67,823+16.4% | $52,425+50.6% | $137,256-42.5% |
| Participation rate | 23.8% | 63.9%-40.1pp | 55.6%-31.8pp | 80.0%-56.2pp |
| Annual return | 16.00% | 219.11%-203.1pp | 302.12%-286.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $929 | $1,163-20.1% | $914+1.7% | $4,156-77.6% |
| Participant deferral / active EE | $1,519 | $2,288-33.6% | $1,790-15.2% | $6,407-76.3% |
| Admin fee / account holder | $42 | $2,844-98.5% | $2,495-98.3% | $12,270-99.7% |