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 | $32,863 | $80,717-59.3% | $154,803-78.8% | $84,808-61.3% |
| Participation rate | 12.7% | 66.8%-54.1pp | 78.1%-65.3pp | 68.3%-55.6pp |
| Annual return | 62.80% | 37.96%+24.8pp | 58.88%+3.9pp | 40.90%+21.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,702 | $3,303-48.5% | $5,540-69.3% | $4,212-59.6% |
| Admin fee / account holder | $127 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |