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 | $33,605 | $110,261-69.5% | $95,745-64.9% | $139,434-75.9% |
| Participation rate | 69.2% | 75.8%-6.5pp | 72.3%-3.0pp | 80.3%-11.1pp |
| Annual return | 23.61% | 27.11%-3.5pp | 28.35%-4.7pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,857 | $3,257-43.0% | $2,835-34.5% | $4,751-60.9% |
| Participant deferral / active EE | $4,400 | $4,676-5.9% | $4,245+3.7% | $6,710-34.4% |
| Admin fee / account holder | $271 | $6,613-95.9% | $5,678-95.2% | $11,403-97.6% |