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 | $104,326 | $111,754-6.6% | $103,333+1.0% | $145,922-28.5% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 9.46% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,371 | $4,212-67.4% | $3,868-64.5% | $4,660-70.6% |
| Participant deferral / active EE | $2,286 | $5,619-59.3% | $5,057-54.8% | $6,688-65.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |