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 9-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 | $23,249 | $53,777-56.8% | $134,143-82.7% | $79,858-70.9% |
| Participation rate | 50.0% | 58.8%-8.8pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | 16.97% | 19.01%-2.0pp | 36.33%-19.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $365 | $1,321-72.4% | $3,704-90.1% | $2,471-85.2% |
| Participant deferral / active EE | $1,009 | $2,420-58.3% | $3,499-71.2% | $3,740-73.0% |
| Admin fee / account holder | $300 | $3,984-92.5% | $6,684-95.5% | $5,306-94.4% |