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 | $42,383 | $99,985-57.6% | $146,665-71.1% | $85,850-50.6% |
| Participation rate | 56.0% | 73.1%-17.1pp | 80.1%-24.1pp | 69.3%-13.3pp |
| Annual return | 17.59% | 18.93%-1.3pp | 22.74%-5.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,045 | $2,559-59.1% | $4,136-74.7% | $2,565-59.2% |
| Participant deferral / active EE | $2,389 | $4,006-40.4% | $5,506-56.6% | $3,952-39.5% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |