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 | $38,821 | $112,096-65.4% | $95,952-59.5% | $158,922-75.6% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 24.45% | 171.09%-146.6pp | 91.61%-67.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,371 | $3,198-57.1% | $2,541-46.1% | $4,761-71.2% |
| Participant deferral / active EE | $3,646 | $4,784-23.8% | $4,167-12.5% | $5,982-39.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |