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 | $26,775 | $107,334-75.1% | $92,893-71.2% | $152,861-82.5% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.4%-29.5pp |
| Annual return | 23.32% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,067 | $4,221-74.7% | $3,653-70.8% | $4,762-77.6% |
| Participant deferral / active EE | $3,240 | $4,845-33.1% | $4,236-23.5% | $5,850-44.6% |
| Admin fee / account holder | $155 | $7,079-97.8% | $5,794-97.3% | $11,596-98.7% |