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 | $73,239 | $112,881-35.1% | $90,951-19.5% | $158,922-53.9% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 21.34% | 215.79%-194.5pp | 134.60%-113.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,653 | $2,893-42.8% | $2,122-22.1% | $4,761-65.3% |
| Participant deferral / active EE | $5,537 | $4,128+34.1% | $3,373+64.1% | $5,982-7.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |