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 | $29,995 | $102,966-70.9% | $90,281-66.8% | $152,861-80.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 54.91% | 95.16%-40.3pp | 78.10%-23.2pp | 345.32%-290.4pp |
| Employer contribution / active EE | $4,997 | $3,139+59.2% | $2,854+75.1% | $4,762+4.9% |
| Participant deferral / active EE | $8,903 | $4,281+107.9% | $3,885+129.1% | $5,850+52.2% |
| Admin fee / account holder | $78 | $6,171-98.7% | $5,351-98.5% | $11,596-99.3% |