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 3-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 | $15,954 | $117,983-86.5% | $101,794-84.3% | $142,382-88.8% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 29.93% | 36.92%-7.0pp | 30.53%-0.6pp | 217.08%-187.1pp |
| Employer contribution / active EE | $1,224 | $2,773-55.9% | $2,289-46.5% | $4,299-71.5% |
| Participant deferral / active EE | $4,348 | $4,714-7.8% | $4,084+6.5% | $6,507-33.2% |
| Admin fee / account holder | $84 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |