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 4-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 | $67,546 | $159,602-57.7% | $150,045-55.0% | $142,382-52.6% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.3%-24.0pp | 80.1%-21.8pp |
| Annual return | 23.68% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,386 | $4,961-72.1% | $4,693-70.5% | $4,299-67.8% |
| Participant deferral / active EE | $7,321 | $8,310-11.9% | $7,997-8.5% | $6,507+12.5% |
| Admin fee / account holder | $13 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |