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 5-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 | $18,740 | $97,125-80.7% | $86,233-78.3% | $137,256-86.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 49.45% | 74.19%-24.7pp | 61.39%-11.9pp | 220.34%-170.9pp |
| Employer contribution / active EE | $1,431 | $2,841-49.6% | $2,504-42.9% | $4,156-65.6% |
| Participant deferral / active EE | $5,673 | $5,180+9.5% | $4,559+24.4% | $6,407-11.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |