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 | $68,496 | $133,922-48.9% | $116,228-41.1% | $142,382-51.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 19.44% | 147.76%-128.3pp | 90.06%-70.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,109 | $3,446-67.8% | $2,994-63.0% | $4,299-74.2% |
| Participant deferral / active EE | $2,562 | $5,672-54.8% | $4,953-48.3% | $6,507-60.6% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |