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 | $30,884 | $67,823-54.5% | $52,425-41.1% | $137,256-77.5% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 19.30% | 219.11%-199.8pp | 302.12%-282.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $606 | $1,163-47.9% | $914-33.8% | $4,156-85.4% |
| Participant deferral / active EE | $1,288 | $2,288-43.7% | $1,790-28.1% | $6,407-79.9% |
| Admin fee / account holder | $118 | $2,844-95.8% | $2,495-95.3% | $12,270-99.0% |