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 9-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 | $91,888 | $112,729-18.5% | $98,716-6.9% | $137,256-33.1% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.3%-42.0pp | 80.0%-52.7pp |
| Annual return | 15.72% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $581 | $2,725-78.7% | $2,279-74.5% | $4,156-86.0% |
| Participant deferral / active EE | $2,788 | $4,640-39.9% | $4,048-31.1% | $6,407-56.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |