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 | $17,716 | $102,966-82.8% | $90,281-80.4% | $152,861-88.4% |
| Participation rate | 47.6% | 75.9%-28.2pp | 73.3%-25.7pp | 82.4%-34.8pp |
| Annual return | 27.09% | 95.16%-68.1pp | 78.10%-51.0pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,957 | $3,139-37.7% | $2,854-31.4% | $4,762-58.9% |
| Participant deferral / active EE | $2,014 | $4,281-53.0% | $3,885-48.2% | $5,850-65.6% |
| Admin fee / account holder | $189 | $6,171-96.9% | $5,351-96.5% | $11,596-98.4% |