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 3-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 | $16,461 | $61,272-73.1% | $149,673-89.0% | $71,457-77.0% |
| Participation rate | 40.3% | 62.5%-22.2pp | 78.8%-38.5pp | 67.9%-27.6pp |
| Annual return | 184.66% | 35.85%+148.8pp | 134.42%+50.2pp | 28.85%+155.8pp |
| Employer contribution / active EE | $613 | $2,378-74.2% | $4,818-87.3% | $2,588-76.3% |
| Participant deferral / active EE | $2,689 | $2,917-7.8% | $5,680-52.7% | $4,289-37.3% |
| Admin fee / account holder | $247 | $1,261-80.4% | $13,210-98.1% | $1,587-84.4% |