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 | $20,779 | $58,512-64.5% | $84,015-75.3% | $72,985-71.5% |
| Participation rate | 61.0% | 61.2%-0.3pp | 69.0%-8.0pp | 69.5%-8.5pp |
| Annual return | 28.84% | 28.93%-0.1pp | 71.31%-42.5pp | 81.00%-52.2pp |
| Employer contribution / active EE | $1,677 | $1,163+44.2% | $1,983-15.5% | $2,440-31.3% |
| Participant deferral / active EE | $3,419 | $2,394+42.8% | $3,239+5.6% | $3,607-5.2% |
| Admin fee / account holder | $174 | $4,569-96.2% | $6,101-97.1% | $5,124-96.6% |