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 | $18,342 | $97,125-81.1% | $86,233-78.7% | $137,256-86.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 25.63% | 74.19%-48.6pp | 61.39%-35.8pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,537 | $2,841-45.9% | $2,504-38.6% | $4,156-63.0% |
| Participant deferral / active EE | $2,006 | $5,180-61.3% | $4,559-56.0% | $6,407-68.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |