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 | $61,672 | $51,638+19.4% | $68,368-9.8% | $82,448-25.2% |
| Participation rate | 29.0% | 63.6%-34.6pp | 73.8%-44.7pp | 68.1%-39.0pp |
| Annual return | 17.34% | 37.53%-20.2pp | 292.57%-275.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $573 | $2,047-72.0% | $2,649-78.4% | $2,551-77.5% |
| Participant deferral / active EE | $2,477 | $2,914-15.0% | $4,123-39.9% | $4,139-40.2% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |