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 4-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 | $13,700 | $105,126-87.0% | $94,646-85.5% | $139,434-90.2% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 35.06% | 38.03%-3.0pp | 156.71%-121.6pp | 372.94%-337.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,730 | $7,599-37.8% | $7,418-36.2% | $6,710-29.5% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |