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 | $74,976 | $159,602-53.0% | $150,045-50.0% | $142,382-47.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 19.15% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,687 | $4,961-66.0% | $4,693-64.1% | $4,299-60.8% |
| Participant deferral / active EE | $7,393 | $8,310-11.0% | $7,997-7.6% | $6,507+13.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |