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 | $19,793 | $57,541-65.6% | $95,745-79.3% | $75,163-73.7% |
| Participation rate | 48.8% | 62.5%-13.7pp | 72.3%-23.4pp | 67.2%-18.4pp |
| Annual return | 14.83% | 34.93%-20.1pp | 28.35%-13.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $615 | $1,808-66.0% | $2,835-78.3% | $2,670-77.0% |
| Participant deferral / active EE | $1,070 | $3,074-65.2% | $4,245-74.8% | $4,125-74.1% |
| Admin fee / account holder | $76 | $4,099-98.1% | $5,678-98.7% | $5,651-98.7% |