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 | $11,545 | $100,773-88.5% | $88,946-87.0% | $142,382-91.9% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 17.98% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $526 | $2,918-82.0% | $2,555-79.4% | $4,299-87.8% |
| Participant deferral / active EE | $915 | $5,230-82.5% | $4,581-80.0% | $6,507-85.9% |
| Admin fee / account holder | $167 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |