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 | $55,059 | $117,841-53.3% | $102,423-46.2% | $145,922-62.3% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 28.24% | 31.65%-3.4pp | 29.32%-1.1pp | 561.29%-533.0pp |
| Employer contribution / active EE | $2,031 | $3,615-43.8% | $3,023-32.8% | $4,660-56.4% |
| Participant deferral / active EE | $2,879 | $5,731-49.8% | $5,053-43.0% | $6,688-57.0% |
| Admin fee / account holder | $9 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |