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 | $24,566 | $77,419-68.3% | $69,455-64.6% | $152,861-83.9% |
| Participation rate | 60.9% | 78.1%-17.2pp | 74.6%-13.7pp | 82.4%-21.6pp |
| Annual return | 42.67% | 39.06%+3.6pp | 28.97%+13.7pp | 345.32%-302.7pp |
| Employer contribution / active EE | $705 | $3,315-78.7% | $2,779-74.6% | $4,762-85.2% |
| Participant deferral / active EE | $3,434 | $4,414-22.2% | $3,535-2.9% | $5,850-41.3% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |