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 8-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 | $18,873 | $104,907-82.0% | $84,611-77.7% | $152,861-87.7% |
| Participation rate | 68.8% | 74.8%-6.1pp | 68.2%+0.5pp | 82.4%-13.7pp |
| Annual return | 36.63% | 373.79%-337.2pp | 258.74%-222.1pp | 345.32%-308.7pp |
| Employer contribution / active EE | $1,923 | $3,302-41.7% | $2,652-27.5% | $4,762-59.6% |
| Participant deferral / active EE | $5,598 | $4,688+19.4% | $3,899+43.6% | $5,850-4.3% |
| Admin fee / account holder | $39 | $6,241-99.4% | $4,912-99.2% | $11,596-99.7% |