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 | $34,918 | $65,365-46.6% | $92,893-62.4% | $72,985-52.2% |
| Participation rate | 26.9% | 68.3%-41.4pp | 76.0%-49.1pp | 69.5%-42.6pp |
| Annual return | 34.68% | 42.10%-7.4pp | 109.41%-74.7pp | 81.00%-46.3pp |
| Employer contribution / active EE | $706 | $2,594-72.8% | $3,653-80.7% | $2,440-71.1% |
| Participant deferral / active EE | $3,014 | $3,128-3.7% | $4,236-28.9% | $3,607-16.5% |
| Admin fee / account holder | $111 | $4,251-97.4% | $5,794-98.1% | $5,124-97.8% |