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 | $50,320 | $179,726-72.0% | $156,263-67.8% | $142,382-64.7% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.9%-37.2pp | 80.1%-38.5pp |
| Annual return | 23.71% | 77.86%-54.1pp | 59.47%-35.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,687 | $5,069-47.0% | $4,333-38.0% | $4,299-37.5% |
| Participant deferral / active EE | $2,743 | $6,956-60.6% | $6,158-55.5% | $6,507-57.9% |
| Admin fee / account holder | $55 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |