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 | $61,114 | $129,217-52.7% | $93,406-34.6% | $158,922-61.5% |
| Participation rate | 63.6% | 71.0%-7.3pp | 66.8%-3.2pp | 82.0%-18.3pp |
| Annual return | 42.94% | 118.21%-75.3pp | 78.05%-35.1pp | 302.83%-259.9pp |
| Employer contribution / active EE | $2,807 | $2,711+3.5% | $2,075+35.3% | $4,761-41.0% |
| Participant deferral / active EE | $7,446 | $3,909+90.5% | $3,126+138.2% | $5,982+24.5% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,246-100.0% |