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 4-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 | $73,582 | $107,452-31.5% | $91,541-19.6% | $142,382-48.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 19.24% | 22.06%-2.8pp | 20.50%-1.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,179 | $2,994-60.6% | $2,505-52.9% | $4,299-72.6% |
| Participant deferral / active EE | $10,021 | $4,754+110.8% | $4,008+150.0% | $6,507+54.0% |
| Admin fee / account holder | $272 | $8,834-96.9% | $6,956-96.1% | $12,624-97.8% |