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 6-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 | $22,683 | $148,534-84.7% | $135,903-83.3% | $139,434-83.7% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.0pp |
| Annual return | 24.92% | 79.19%-54.3pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,666 | $5,243-68.2% | $4,856-65.7% | $4,751-64.9% |
| Participant deferral / active EE | $4,131 | $8,100-49.0% | $7,758-46.7% | $6,710-38.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |