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 | $20,926 | $48,570-56.9% | $130,648-84.0% | $72,985-71.3% |
| Participation rate | 23.3% | 58.6%-35.2pp | 71.7%-48.4pp | 69.5%-46.2pp |
| Annual return | 34.97% | 38.63%-3.7pp | 1708.96%-1674.0pp | 81.00%-46.0pp |
| Employer contribution / active EE | $587 | $1,334-56.0% | $4,092-85.7% | $2,440-75.9% |
| Participant deferral / active EE | $1,751 | $2,384-26.5% | $3,603-51.4% | $3,607-51.5% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |