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 7-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 | $28,302 | $52,279-45.9% | $89,391-68.3% | $79,858-64.6% |
| Participation rate | 11.9% | 57.5%-45.7pp | 68.0%-56.1pp | 69.6%-57.8pp |
| Annual return | 36.36% | 22.16%+14.2pp | 245.62%-209.3pp | 31.71%+4.6pp |
| Employer contribution / active EE | $350 | $1,572-77.7% | $2,586-86.4% | $2,471-85.8% |
| Participant deferral / active EE | $1,055 | $2,740-61.5% | $3,890-72.9% | $3,740-71.8% |
| Admin fee / account holder | $82 | $3,356-97.6% | $4,881-98.3% | $5,306-98.5% |