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 | $32,716 | $133,958-75.6% | $112,228-70.8% | $134,475-75.7% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -19.22% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,038 | $4,038-74.3% | $3,635-71.4% | $4,740-78.1% |
| Participant deferral / active EE | $5,029 | $5,291-4.9% | $4,728+6.4% | $6,400-21.4% |
| Admin fee / account holder | $19 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |