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 | $106,091 | $82,286+28.9% | $68,791+54.2% | $134,475-21.1% |
| Participation rate | 28.6% | 75.1%-46.5pp | 69.0%-40.5pp | 81.2%-52.7pp |
| Annual return | -19.80% | -2.19%-17.6pp | -6.38%-13.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,626 | $3,301-50.7% | $2,655-38.8% | $4,740-65.7% |
| Participant deferral / active EE | $3,467 | $4,739-26.8% | $3,941-12.0% | $6,400-45.8% |
| Admin fee / account holder | $235 | $6,481-96.4% | $4,932-95.2% | $11,426-97.9% |