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 | $19,642 | $24,730-20.6% | $66,042-70.3% | $84,808-76.8% |
| Participation rate | 32.6% | 68.1%-35.5pp | 67.5%-34.9pp | 68.3%-35.8pp |
| Annual return | 21.40% | 79.55%-58.2pp | 52.11%-30.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $679 | $857-20.8% | $1,579-57.0% | $2,631-74.2% |
| Participant deferral / active EE | $1,137 | $1,737-34.6% | $2,835-59.9% | $4,212-73.0% |
| Admin fee / account holder | $26 | $3,014-99.1% | $5,747-99.5% | $7,344-99.6% |