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 | $26,159 | $81,233-67.8% | $155,567-83.2% | $80,874-67.7% |
| Participation rate | 56.3% | 66.2%-9.9pp | 78.2%-21.9pp | 67.6%-11.3pp |
| Annual return | 15.14% | 33.33%-18.2pp | 64.74%-49.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,176 | $3,101-62.1% | $4,674-74.8% | $2,756-57.3% |
| Participant deferral / active EE | $2,484 | $3,452-28.0% | $5,628-55.9% | $4,297-42.2% |
| Admin fee / account holder | $129 | $7,998-98.4% | $15,916-99.2% | $6,935-98.1% |