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 | $30,202 | $24,730+22.1% | $66,042-54.3% | $84,808-64.4% |
| Participation rate | 26.9% | 68.1%-41.2pp | 67.5%-40.6pp | 68.3%-41.4pp |
| Annual return | 19.32% | 79.55%-60.2pp | 52.11%-32.8pp | 40.90%-21.6pp |
| Employer contribution / active EE | $731 | $857-14.7% | $1,579-53.7% | $2,631-72.2% |
| Participant deferral / active EE | $1,098 | $1,737-36.8% | $2,835-61.3% | $4,212-73.9% |
| Admin fee / account holder | $112 | $3,014-96.3% | $5,747-98.0% | $7,344-98.5% |