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 | $32,620 | $98,240-66.8% | $82,313-60.4% | $147,584-77.9% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 18.74% | 30.85%-12.1pp | 25.88%-7.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,833 | $4,383+101.5% | $3,706+138.3% | $5,439+62.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |