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 6-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 | $127,593 | $80,717+58.1% | $154,803-17.6% | $84,808+50.5% |
| Participation rate | 51.6% | 66.8%-15.2pp | 78.1%-26.5pp | 68.3%-16.7pp |
| Annual return | 16.97% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $772 | $2,761-72.1% | $4,305-82.1% | $2,631-70.7% |
| Participant deferral / active EE | $3,032 | $3,303-8.2% | $5,540-45.3% | $4,212-28.0% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |