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 | $51,181 | $78,422-34.7% | $95,952-46.7% | $79,858-35.9% |
| Participation rate | 55.2% | 73.5%-18.3pp | 77.1%-21.9pp | 69.6%-14.5pp |
| Annual return | 19.77% | 19.37%+0.4pp | 91.61%-71.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,790 | $1,945-7.9% | $2,541-29.5% | $2,471-27.5% |
| Participant deferral / active EE | $3,255 | $3,440-5.4% | $4,167-21.9% | $3,740-13.0% |
| Admin fee / account holder | $272 | $5,622-95.2% | $6,795-96.0% | $5,306-94.9% |