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 8-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 | $13,272 | $39,019-66.0% | $80,716-83.6% | $85,850-84.5% |
| Participation rate | 65.2% | 41.5%+23.7pp | 54.2%+11.1pp | 69.3%-4.1pp |
| Annual return | 18.67% | 26.27%-7.6pp | 87.28%-68.6pp | 318.53%-299.9pp |
| Employer contribution / active EE | $818 | $722+13.2% | $1,160-29.5% | $2,565-68.1% |
| Participant deferral / active EE | $1,678 | $1,326+26.6% | $2,146-21.8% | $3,952-57.5% |
| Admin fee / account holder | $172 | $2,431-92.9% | $3,380-94.9% | $6,260-97.3% |