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 6-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 | $42,338 | $57,590-26.5% | $86,233-50.9% | $82,448-48.6% |
| Participation rate | 15.2% | 57.9%-42.7pp | 69.0%-53.8pp | 68.1%-52.9pp |
| Annual return | 14.74% | 22.41%-7.7pp | 61.39%-46.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $401 | $1,655-75.8% | $2,504-84.0% | $2,551-84.3% |
| Participant deferral / active EE | $1,257 | $3,080-59.2% | $4,559-72.4% | $4,139-69.6% |
| Admin fee / account holder | $165 | $4,730-96.5% | $8,342-98.0% | $7,234-97.7% |