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 4-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 | $53,094 | $81,248-34.7% | $155,509-65.9% | $80,856-34.3% |
| Participation rate | 23.3% | 66.2%-43.0pp | 78.2%-54.9pp | 67.6%-44.4pp |
| Annual return | 51.96% | 33.31%+18.7pp | 64.67%-12.7pp | 35.59%+16.4pp |
| Employer contribution / active EE | $549 | $3,100-82.3% | $4,672-88.2% | $2,755-80.1% |
| Participant deferral / active EE | $1,949 | $3,452-43.5% | $5,626-65.4% | $4,296-54.6% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |