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 | $92,200 | $95,561-3.5% | $77,163+19.5% | $139,434-33.9% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.52% | 54.92%-43.4pp | 37.87%-26.4pp | 372.94%-361.4pp |
| Employer contribution / active EE | $434 | $3,147-86.2% | $2,535-82.9% | $4,751-90.9% |
| Participant deferral / active EE | $1,465 | $4,624-68.3% | $3,833-61.8% | $6,710-78.2% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |