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 | $35,687 | $153,772-76.8% | $133,980-73.4% | $273,961-87.0% |
| Participation rate | 61.1% | 88.4%-27.3pp | 87.1%-26.0pp | 83.0%-21.9pp |
| Annual return | 122.52% | 36.51%+86.0pp | 29.30%+93.2pp | 41.45%+81.1pp |
| Employer contribution / active EE | $1,777 | $6,029-70.5% | $5,211-65.9% | $4,869-63.5% |
| Participant deferral / active EE | $4,875 | $6,958-29.9% | $6,282-22.4% | $5,287-7.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |