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 | $17,327 | $80,717-78.5% | $154,803-88.8% | $84,808-79.6% |
| Participation rate | 17.9% | 66.8%-48.9pp | 78.1%-60.1pp | 68.3%-50.4pp |
| Annual return | 38.79% | 37.96%+0.8pp | 58.88%-20.1pp | 40.90%-2.1pp |
| Employer contribution / active EE | $605 | $2,761-78.1% | $4,305-85.9% | $2,631-77.0% |
| Participant deferral / active EE | $1,350 | $3,303-59.1% | $5,540-75.6% | $4,212-67.9% |
| Admin fee / account holder | $176 | $6,746-97.4% | $14,329-98.8% | $7,344-97.6% |