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 7-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 | $85,724 | $165,335-48.2% | $149,696-42.7% | $158,922-46.1% |
| Participation rate | 27.3% | 84.6%-57.3pp | 82.5%-55.2pp | 82.0%-54.7pp |
| Annual return | 16.16% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,708 | $5,103-66.5% | $4,644-63.2% | $4,761-64.1% |
| Participant deferral / active EE | $5,909 | $7,181-17.7% | $6,842-13.6% | $5,982-1.2% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |