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 | $31,809 | $202,432-84.3% | $169,368-81.2% | $139,434-77.2% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 18.29% | 531.74%-513.5pp | 405.60%-387.3pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,167 | $4,692-75.1% | $4,013-70.9% | $4,751-75.4% |
| Participant deferral / active EE | $3,006 | $6,938-56.7% | $6,221-51.7% | $6,710-55.2% |
| Admin fee / account holder | $118 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |