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 | $26,394 | $124,425-78.8% | $112,040-76.4% | $137,256-80.8% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 21.90% | 24.72%-2.8pp | 24.52%-2.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,005 | $3,411-41.2% | $2,954-32.1% | $4,156-51.8% |
| Participant deferral / active EE | $3,900 | $5,718-31.8% | $5,098-23.5% | $6,407-39.1% |
| Admin fee / account holder | $19 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |