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 | $74,079 | $80,968-8.5% | $96,544-23.3% | $75,163-1.4% |
| Participation rate | 58.3% | 71.8%-13.4pp | 76.0%-17.6pp | 67.2%-8.9pp |
| Annual return | 26.80% | 27.06%-0.3pp | 25.84%+1.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $2,973 | $2,282+30.3% | $2,965+0.3% | $2,670+11.4% |
| Participant deferral / active EE | $6,172 | $3,928+57.1% | $4,851+27.2% | $4,125+49.6% |
| Admin fee / account holder | $257 | $6,724-96.2% | $8,252-96.9% | $5,651-95.5% |