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 8-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 | $50,209 | $81,460-38.4% | $103,333-51.4% | $80,856-37.9% |
| Participation rate | 56.9% | 66.8%-9.9pp | 74.5%-17.6pp | 67.6%-10.7pp |
| Annual return | 14.48% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,781 | $3,105-42.6% | $3,868-54.0% | $2,755-35.3% |
| Participant deferral / active EE | $2,854 | $3,869-26.2% | $5,057-43.6% | $4,296-33.6% |
| Admin fee / account holder | $4 | $6,566-99.9% | $8,355-100.0% | $6,918-99.9% |